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HERON BAY CAPITAL MANAGEMENT
Tel: 248-970-0900
40701 Woodward Ave Suite 104
Bloomfield Hills, Michigan 48304
HERON BAY CAPITAL MANAGEMENT
HERON BAY CAPITAL MANAGEMENT is a Bloomfield Hills, Michigan based financial advisory firm with nearly $562,506,200 in assets under management and provides investment advisory services for 342 clients. There are currently 5 financial advisors at the firm.
General Information
Advisory Services Provided:
Financial planning services , Portfolio management for individuals and/or small businesses , Pesnsion consulting services
Fee Structure:
A percentage of AUM, Fixed fees
Firm CRD#:
305537
SEC#:
801-117590
No. of Clients:
342
Assets under Management
$562,506,200
No. of Advisors:
5
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