HEBER FUGER WENDIN INC

BLOOMFIELD, Michigan·4 registered advisors·CRD# 105668

SEC# 801-5700248-258-6866

01

Firm Overview

AUM

$7.9B

Regulatory assets under management

Employees

11

Total firm employees

Advisors

4

Registered representatives

02

Services & Fees

Advisory Services

Financial planning

Portfolio management (individuals)

Selection of other advisers

Market timing services

Compensation

Percentage of AUM

Hourly charges

Subscription fees

03

Specialties

Financial Planning Investment Management Wealth Management

04

Advisors at HEBER FUGER WENDIN INC

4 registered advisors

David Gordon Barnes

BLOOMFIELD, Michigan

Diane Joan Williams

BLOOMFIELD, Michigan

Heidi Brelsford Barnes

BLOOMFIELD, Michigan

Mark Bradley Williams

BLOOMFIELD, Michigan

05

Office Locations

BLOOMFIELD, Michigan

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Data sourced from SEC Form ADV filings. HEBER FUGER WENDIN INC (CRD# 105668) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.