HERON BAY CAPITAL MANAGEMENT, LLC

HERON BAY CAPITAL MANAGEMENT
BLOOMFIELD HILLS, Michigan·4 registered advisors·CRD# 305537
SEC# 801-1175900248-970-0900
01

Firm Overview

AUM
$563M
Regulatory assets under management
Employees
5
Total firm employees
Advisors
4
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Compensation
Percentage of AUM
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at HERON BAY CAPITAL MANAGEMENT, LLC

4 registered advisors
Chetan Rastogi
BLOOMFIELD HILLS, Michigan
Gerald Lee Seizert
BLOOMFIELD HILLS, Michigan
Joseph Ryan Ashmore
BLOOMFIELD HILLS, Michigan
Paul Clark Seizert
BLOOMFIELD HILLS, Michigan
05

Office Locations

BLOOMFIELD HILLS, Michigan
4 advisors

Research financial advisors

Browse all registered financial advisors or search by location and specialty.

Browse All Advisors
Data sourced from SEC Form ADV filings. HERON BAY CAPITAL MANAGEMENT, LLC (CRD# 305537) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.