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HERON BAY CAPITAL MANAGEMENT
40701 Woodward Ave
Suite 104
Bloomfield Hills, Michigan 48304
Tel: 248-970-0900
About HERON BAY CAPITAL MANAGEMENT
HERON BAY CAPITAL MANAGEMENT, formally registered with the SEC as HERON BAY CAPITAL MANAGEMENT. The firm was established in 11/12/2019. They have over 1 offices throughout the country.
HERON BAY CAPITAL MANAGEMENT is a Bloomfield Hills, Michigan based Financial Planning firm with nearly $562,506,200 assets under management, offering retirement planning & investment advisory services to 342 clients. The firm is staffed with 5 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 305537 |
| SEC# | 801-117590 |
| Assets Managed by Firm | $562,506,200 |
| No. of Clients | 342 |
| No. of Advisors | 5 |
Fee Structure
- A percentage of AUM
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 342 | $562,506,200 |
| Individuals (other than high net worth individuals) | 69 | $48,753,589 |
| High net worth individuals | 51 | $463,621,199 |
| Pension and profit sharing plans | Fewer than 5 clients | $50,131,412 |
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