RIA Intel›Advisers›Massachusetts›HEAPHY EDWARD THOMAS JR

HEAPHY EDWARD THOMAS JR

Advisory

SPRINGFIELD, MA

Data as of Mar 16, 2010 · Source: SEC Form ADV

Total AUM

$36M

1-Year AUM Growth

+1.9%

3-Year CAGR

-8.5%

Employees

0

Assets Under Management

Total AUM$36M

Discretionary AUM$36M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients—

Team

Total Employees0

Investment Advisers0

Employee Growth (1Y)—

Filing History

Total Filings on Record11

First FilingJan 31, 2001

Latest FilingMar 16, 2010

🔒 Full AUM trend chart and 11 historical filings spanning 9+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

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📊 Peer Benchmarking

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👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

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Get the full picture on HEAPHY EDWARD THOMAS JR

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.