Hegarty Advisors, LLC

RIASEC Registered
Total AUM
$171M
Discretionary
$171M
100% of AUM
Avg account
$397K
Accounts
431
Employees
2
Advisory reps
2

Firm details

Headquarters
Garden City, New York
CRD number
306342
Registered since
May 5, 2022
Website
hegartyadvisors.com
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees
Client types
  • HNWI84.1%
  • Individuals15.9%
Services
Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

Hegarty Advisors, LLC is an independent, owner-operated RIA structured as an LLC. The firm is registered with the SEC (registered in 2022) and focuses its advisory work on individuals, families and small-business clients. Core services are financial planning and portfolio management for individuals and small businesses. Its fee arrangements include percentage-of-AUM billing alongside hourly and fixed-fee engagements. The adviser is not positioned as a capital allocator and does not identify as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 80%, US Government Bonds 11%, Exchange Traded Equities 5%, State & Local Bonds 1%, Investment Grade Corp Bonds 1%, Derivatives 1%, Cash & Cash Equivalents 1%80%
  • Public Funds/Mutual Funds80%
  • US Government Bonds11%
  • Exchange Traded Equities5%
  • State & Local Bonds1%
  • Investment Grade Corp Bonds1%

Owners & executives

FINTRX

Contacts

FINTRX

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 61

Active vs passive

$162M in ETFs

Passive

91%

$147M

Active

2%

$15.4M

ETFProviderStyleCategoryValueShares% of portfolio
VANGUARD FTSE ALL-WORLD EX-US INDEX FUND (VEU)VanguardPassiveForeign Large Blend$20.1M241,96712.38%
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Location

Primary office

Garden City, NY

Nassau

Location

Garden City, NY

Headquartered in Garden City, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
Nassau
Address
1461 Franklin Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth