Courtney Heffernan Mimmo
Investment adviser representative at Corundum Group, Inc.
10 yearsExperience
2 statesRegistered in
$1.7BFirm assets
34 yearsFirm in business
Are you Courtney Heffernan Mimmo? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feePerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
10 years in the industry.
- Corundum Group, Inc.Apr 2022 to now
- Central BancorpMay 2018 to Dec 2022
- Made AgencyFeb 2016 to Mar 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2022
State registrations
Registered as an investment adviser representative in 2 states (CO, TX).
Corundum Group, Inc.
$1.7BAssets managed
157Clients
6Advisers
34 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7612792
- Firm CRD
- 106490