Investment adviser · CRD 105668
HEBER FUGER WENDIN INC
Investment adviser filing (IA)
BLOOMFIELD, MI, United States · Form ADV filed Mar 23, 2022
- Regulatory AUM
- $7.94B Form ADV · Item 5.F
- Client accounts
- 281 Accounts, not individual clients
- Employees
- 11 Reported in this filing
- Advisory professionals
- 7 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Banks & thrifts | 67 | $7,496,195,607 | 94.4% |
| Insurance companies | 8 | $211,275,514 | 2.7% |
| Corporations & businesses | 9 | $111,947,063 | 1.4% |
| High-net-worth individuals | 20 | $90,885,378 | 1.1% |
| Individuals | 68 | $19,657,245 | 0.2% |
| Government entities | Fewer than 5 | $10,954,781 | 0.1% |
Filing source
Form ADV 1614463 · Mar 23, 2022 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Mar 23, 2022. View historical filings
Reported services
Financial planning · Individual portfolio management · Business portfolio management · Publication of newsletters
Compensation
Percentage of assets · Hourly · Fixed
Principal office
36700 WOODWARD AVENUE, SUITE 201BLOOMFIELD, MI, 48304-3984, United States
CRD 105668
Filing source
Form ADV 1614463 · Mar 23, 2022 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.