Heaton Financial

Finance · Utah, United States · 11-50 Employees

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Overview

Headquarters

1224 S River Rd Ste A103, Saint George, ...

Phone Number

(435) 272-4362

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Dec
Jan
Feb
Mar
Apr
May
ZI Rank
1
1
1
1
1
1

About Heaton Financial

Established in 2005, Heaton Financial has earned its reputation with honestly, professionalism, and a deep dedication to personal service. We are an independent, fee only investment advisor in Southern Utah. We don't believe in leaving your investment decisions in the hands of someone on the other side of the country. We're different because we manage your investments locally, right here in Cedar City and Saint George, where we know you, and you know us.Explore more
Heaton Financial's Social MediaPopular SearchesHeaton FinancialHeaton Financial PCHeaton Financial Services IncHeatonfinancial.comHeaton Investments LLCSIC Code 62,628NAICS Code 52,523Show more

Heaton Financial Org Chart

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Director

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Manager of the St. George Office

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Manager, Claims

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Heaton Financial

<$5M
11-50
Private
-
2005
<$5M
11-50
Private
-
-
N/A
<$5M
1-10
Private
-
1998
LS
Lee SilerPresident & CEO
<$5M
1-10
Private
-
2005
BA
Blair ApplegateFiduciary Investment Advisor
<$5M
1-10
Private
-
2004
LC
Lori CuneoBusiness Relationship Manager
<$5M
1-10
Private
-
2016
JM
Jeanie McMonigalManager, Client Services
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Heaton Financial is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Heaton Financial is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Heaton Financial.

Heaton Financial Tech Stack

A closer look at the technologies used by Heaton Financial

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Frequently Asked Questions Regarding Heaton Financial

What is Heaton Financial's official website?
Heaton Financial's official website is www.heatonfinancial.com
What is Heaton Financial's Revenue?
Heaton Financial's revenue is <$5 Million
What is Heaton Financial's SIC code?
Heaton Financial's SIC: 62,628
What is Heaton Financial's NAICS code?
Heaton Financial's NAICS: 52,523
How many employees does Heaton Financial have?
Heaton Financial has 11-50 employees
What industry does Heaton Financial belong to?
Heaton Financial is in the industry of: Finance, Securities Trading
What is Heaton Financial competition?
Heaton Financial top competitors include: Siler Wealth Management, Hull Wealth Management, Retirement Planning Solutions, MacDonald Financial Services
What technology does Heaton Financial use?
Some of the popular technologies that Heaton Financial uses are: Cloudflare Website Optimization, Cloudflare CDN, Google Font API, Google Tag Manager
How do I contact Heaton Financial?
Heaton Financial contact info: Phone number: (435) 272-4362 Website: www.heatonfinancial.com
What does Heaton Financial do?

Established in 2005, Heaton Financial has earned its reputation with honestly, professionalism, and a deep dedication to personal service. We are an independent, fee only investment advisor in Southern Utah. We don't believe in leaving your investment decisions in the hands of someone on the other side of the country. We're different because we man... age your investments locally, right here in Cedar City and Saint George, where we know you, and you know us.Read More

What are Heaton Financial social media links?
Heaton Financial Linkedin page Heaton Financial Twitter page Heaton Financial Facebook page
Is Heaton Financial a public company?
Heaton Financial is private company therefore does not currently have an official ticker symbol
See more information about Heaton Financial

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