Heron Bay Capital Management

Heron Bay Capital Management (CRD# 305537) is a financial advisory firm headquartered in Bloomfield Hills, MI. They manage $562,506,200 in 342 accounts and serve the financial needs of clients across 6 states (or territories).

Current Firm Details
40701 Woodward Ave, Suite 104, Bloomfield Hills, MI 48304
https://www.linkedin.com/company/heron-bay-capital-management
By the Numbers
  • Total Assets Under Management
    563
    MILLION
  • Total Number of Accounts
    342
    ACCOUNTS
  • Average Account Value
    $1,644,755
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, FL, IL, MI, NH, NY

Financial Advisors at Heron Bay Capital Management
Showing 1 - 6 of 6 top financial advisors.
1
Joseph Ashmore, financial advisor Bloomfield Hills MI
Joseph R. Ashmore
CRD#: 6585271
40701 Woodward Ave, Suite 104, Bloomfield Hills, MI 48304

Joseph Ashmore (CRD# 6585271) is an Investment Advisor Representative working at Heron Bay Capital Management in Bloomfield Hills, MI and has over 7 years of experience in the finance industry.

2
Gerald Seizert, financial advisor Bloomfield Hills MI
Gerald L. Seizert
CRD#: 2107061
Bloomfield Hills, MI

Gerald Seizert (CRD# 2107061) is an Investment Advisor Representative working at Heron Bay Capital Management in Bloomfield Hills, MI and has over 28 years of experience in the finance industry.

3
Paul Seizert, financial advisor Bloomfield Hills MI
Paul C. Seizert
CRD#: 6377659
Bloomfield Hills, MI

Paul Seizert (CRD# 6377659) is an Investment Advisor Representative working at Heron Bay Capital Management in Bloomfield Hills, MI and has over 9 years of experience in the finance industry.

4
Colin Connery, financial advisor Bloomfield Hills MI
Colin A. Connery
CRD#: 5902652
40701 Woodward Ave, Suite 104, Bloomfield Hills, MI 48304

Colin Connery (CRD# 5902652) is an Investment Advisor Representative working at Heron Bay Capital Management in Bloomfield Hills, MI and has 1 year of experience in the finance industry.

5
Matthew Latarewicz, financial advisor Bloomfield Hills MI
Matthew J. Latarewicz
CRD#: 6289506
40701 Woodward Ave, Suite 104, Bloomfield Hills, MI 48304

Matthew Latarewicz (CRD# 6289506) is an Investment Advisor Representative working at Heron Bay Capital Management in Bloomfield Hills, MI and has 1 year of experience in the finance industry.

6
Chetan Rastogi, financial advisor Bloomfield Hills MI
Chetan Rastogi
CRD#: 7330130
40701 Woodward Ave, Suite 104, Bloomfield Hills, MI 48304

Chetan Rastogi (CRD# 7330130) is an Investment Advisor Representative working at Heron Bay Capital Management in Bloomfield Hills, MI and has over 3 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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