Overview
Assets Under Management: $4.4 billion
Headquarters: BLOOMFIELD, MI
High-Net-Worth Clients: 20
Average Client Assets: $3.3 million
Frequently Asked Questions
HEBER FUGER WENDIN INC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #105668), HEBER FUGER WENDIN INC is subject to fiduciary duty under federal law.
HEBER FUGER WENDIN INC is headquartered in BLOOMFIELD, MI.
HEBER FUGER WENDIN INC serves 20 high-net-worth clients according to their SEC filing dated March 29, 2018. View client details ↓
According to their SEC Form ADV, HEBER FUGER WENDIN INC offers portfolio management for individuals and portfolio management for institutional clients. View all service details ↓
HEBER FUGER WENDIN INC manages $4.4 billion in client assets according to their SEC filing dated March 29, 2018.
According to their SEC Form ADV, HEBER FUGER WENDIN INC serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 20
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 1.52%
Average Client Assets: $3.3 million
Total Client Accounts: 244
Discretionary Accounts: 173
Non-Discretionary Accounts: 71
Regulatory Filings
CRD Number: 105668
Filing ID: 1189785
Last Filing Date: 2018-03-29 14:11:00