Adviser Profile
| As of Date | 08/07/2026 |
| Registration status | Registration Changed to HEATON FINANCIAL, PC |
| ADV Location | CEDAR CITY, UT, United States |
| Contact Info | 435 xxxxxxx |
| Websites |
| AUM* | 140,139,000 42% |
| of that, discretionary | 132,079,000 46% |
| Number of Employees | 2 |
| of those in investment advisory functions | 2 |
| Private Fund GAV* | 0 |
| Avg Account Size | 212,332 27% |
| % High Net Worth | 9.23% -6% |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
Client Types
- Individuals (other than high net worth individuals)
- High net worth individuals
- Corporations or other businesses not listed above
Advisory Activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
Compensation Arrangments
- A percentage of assets under your management
- Hourly charges
Reported AUM
1
1
1
1
Private Funds
No private funds