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Hegarty Market Logic, LLC (Aztec)


Hegarty Market Logic, LLC is a related adviser based in Aztec. It manages $18 million of regulatory assets for 280 client accounts. It has been registered with the SEC as an adviser since 2008.

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Hegarty Market Logic provides financial planning services, portfolio management for individuals and small businesses, and security ratings or pricing services. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Hegarty Market Logic: assets under management

The assets under management (AUM) of Hegarty Market Logic, LLC is $18 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -28% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $18 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $64.29 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Hegarty Market Logic, LLC for their services and products based on a percentage of assets under management, hourly charges, fixed fees, and commissions. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Aztec

The principal office where Hegarty Market Logic, LLC performs its advisory services is located at 209 East Blanco St, Aztec, NM 87410, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 505-334-7173 or by fax 505-334-9821. The normal business hours are 9:00 a.m. - 5:00 p.m. on Monday - Friday. You can find more information about the New York firm at hegartymarketlogic.com.


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