HERON FINANCIAL GROUP, LLC

HTTP://WWW.HERONWEALTH.COM NEW YORK, NY Investment Advisor How do I update this listing?

Heron Financial Group is based out of New York. Heron Financial Group is a large advisory firm with 172 clients and discretionary assets under management (AUM) of $182,364,000 (Form ADV from 2019-10-17). Their last reported 13F filing for Q4 2019 included $120,836,000 in managed 13F securities and a top 10 holdings concentration of 38.15%. Heron Financial Group's largest holding is Vanguard Growth ETF with shares held of 26,889. Whalewisdom has at least 1 13F filings

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12/31/2019

Top Sells

  • Name% Change

12/31/2019

13F Sector Allocation Over Time

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2020-02-14

Performance for Q4 2019: 5.34%
Performance Last 4 Quarters: 0.0%
Performance Metrics
Stats are not available for the latest quarter

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View Last Form Adv Compilation Report on Record

HERON WEALTH
205 EAST 42ND STREET 20TH FLOOR
NEW YORK NY    10017
Country: United States

Business Phone: 800-994-3766
Fax: 347-580-5289
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm
Form of Organization: Limited Liability Company
Organized in: NY
Number of employees: 7
Other Business Activities:
Advisor Fees/Compensation: Percentage of assets under management,Hourly charges
Amount of client funds and securities: 78,370,000
Total Number of Clients: 172
Amount of client funds and securities by related persons:
Total Number of clients from related persons:
Disclosures:
Data above was derived from SEC filings.

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