Heber Fuger Wendin Inc is a large advisory firm based in Bloomfield. It manages $3.99 billion of regulatory assets for 247 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of Michigan.
Heber Fuger Wendin provides portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, and publication of newsletters. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Heber Fuger Wendin Inc is $3.99 billion. The firm's AUM has grown by 15% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Heber Fuger Wendin Inc for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to individuals, insurance companies, high net worth individuals, banking or thrift institutions, and corporations or other businesses. The largest group of clients of David Gordon Barnes is banking or thrift institutions with 67 clients and $3.74 billion of assets under management. Among the 9 most similar advisory firms, Heber Fuger Wendin has the highest percentage of banking or thrift institutions out of all clients.
The amount of regulatory assets under management is $3.99 billion for 144 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.
Heber Fuger Wendin doesn't advise any private funds.
The company employs 10 people that are either part- or full-time employees. 60 percent of the employees work as investment advisers or researchers. 7 employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm compensates employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
David Gordon Barnes has been acting as President since 1 May 1990. Heidi Brelsford Barnes joined the executive team most recently as the Treasurer/Systems Mgr..
The principal office where Heber Fuger Wendin Inc performs its advisory services is located at 36700 Woodward Avenue, Bloomfield, MI 48304 3984, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 248-258-6866 or by fax 248-258-9295. The normal business hours are 8:30-5:00 on Monday - Friday. You can find more information about the New York firm at heberinvestments.com.