- Community driven business intelligence's Logo
No tags found
Companies
No companies found
Advanced Search
Newsfeed
Alerts
Saved Lists
Owler - Community driven business intelligence's Logo
E.F. Heagen Associates
1 Followers on Owler
E. F. Heagan & Associates is a California-based firm that provides financial planning services for individuals and families... Read more
OverviewCompetitorsNews & Insights
E. F. Heagan & Associates is a California-based firm that provides financial planning services for individuals and families... Read more
E.F. Heagen Associates Founder: Edward F. Heagen

Founder

Edward F. Heagen

CEO Approval Rating

90/100

1984

San Juan CapistranoCalifornia
Los Angeles Metropolitan Area

PrivateAcquired by Trilogy Financial Services, Inc.

Banking, Financial Services and Insurance
Investment Banking and Securities
8200 NAICS listing

http://www.efheagen.com

Est. Annual Revenue
$5.0-25M
Agree?
Est. Employees
1-25
Agree?

News

Aug 24, 2022
Markets Insider
E.F. Heagen Associates: Trilogy Financial Services Announces the Acquisition of Two Financial Advisory Firms
Aug 19, 2022
investmentnews
Efheagen: Trilogy Financial acquires two firms, $160 million in AUM
Dec 11, 2014
E.F. Heagen Associates Youtube Channel
E.F. Heagen Associates posted a video "401k Fiduciary" on YOUTUBE

E.F. Heagen Associates Competitors

1Krilogy
2Private Advisor Group
3Hightower
4Astalos Insurance Agency
5Wilkins Weber Financial
6Mccready Financial Group
7Gandy Financial Group
8Farah Pradhan
9ROI Financial Group
10Weston & Tuttle
Unlock 14 + competitors

Trending Companies

    ABOUT

  • About Owler
  • Blog

    OFFERINGS

  • Owler Pro
  • Owler API
  • Owler Community

    SUPPORT

  • Support Center
  • Contact Support
  • Talk to Sales

    LEGAL

  • Accessibility
  • Terms & Conditions
  • Privacy

TOP INDUSTRIES

  • Software & Internet
  • Technology
  • Professional Services
  • Retail
  • Computer Companies
  • Health Care Companies
  • Fintech Companies
  • Banking Companies
Owler is now part of Meltwater

© 2026 Owler, Inc.