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Heidi Brelsford Barnes

HEBER FUGER WENDIN INC·BLOOMFIELD, Michigan
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36700 WOODWARD AVENUE, BLOOMFIELD, MI 48304-3984CRD# 4369522Firm CRD# 105668
01

About

Heidi Brelsford Barnes is a registered financial advisor based in BLOOMFIELD, Michigan, affiliated with HEBER FUGER WENDIN INC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
HEBER FUGER WENDIN INC
HEBER FUGER WENDIN INC
AUM
$7.9B
Regulatory assets under management
Employees
11
Total firm employees
View all advisors at HEBER FUGER WENDIN INC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Market timing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 4369522
Firm CRD# 105668
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Heidi Brelsford Barnes offer?
Heidi Brelsford Barnes specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in BLOOMFIELD, Michigan for a consultation.
What are Heidi Brelsford Barnes's credentials?
Heidi Brelsford Barnes is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Heidi Brelsford Barnes located?
Heidi Brelsford Barnes is based in BLOOMFIELD, Michigan, working with HEBER FUGER WENDIN INC. Their office serves clients in the BLOOMFIELD metropolitan area and surrounding communities.
How does Heidi Brelsford Barnes charge for services?
Heidi Brelsford Barnes's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is HEBER FUGER WENDIN INC?
HEBER FUGER WENDIN INC has approximately 11 employees and manages $7.9B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in BLOOMFIELD
David Gordon Barnes — HEBER FUGER WENDIN INCDiane Joan Williams — HEBER FUGER WENDIN INCMark Bradley Williams — HEBER FUGER WENDIN INC
Nearby cities in Michigan
GRAND RAPIDS (173)BLOOMFIELD HILLS (163)SOUTHFIELD (139)ANN ARBOR (109)BIRMINGHAM (97)
City Guides
GRAND RAPIDS GuideBLOOMFIELD HILLS GuideSOUTHFIELD GuideANN ARBOR GuideBIRMINGHAM Guide
Research
Advisor Fees in MichiganNational Fee Analysis
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