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Building 2HERON BAY CAPITAL MANAGEMENT

Map pinBLOOMFIELD HILLS, MI
Phone248-970-0900
NotebookSEC #801-117590
Total AUM
$643.8M
Employees
7
Clients
128

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
40701 WOODWARD AVE
SUITE 104
BLOOMFIELD HILLS
MI 48304
United States
Operating Hours
8:30 AM - 5:30 PM
Monday - Friday
Phone
248-970-0900

ReceiptFinancials

Total AUM
$643.8M
Accounts
490
Discretionary
$591.2M
Accounts
308
Non-Discretionary
$52.5M
Accounts
182

ContactClients

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Individual Clients
81
AUM
$92M
HNW Individual Clients
46
AUM
$492.2M
Pension/Profit Sharing Plan Clients
1
AUM
$59.6M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CAFLILMINHNY

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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