HEBER FUGER WENDIN INC
CRD #105668 SEC #801-570 BLOOMFIELD, MI 248-258-6866
SEC Registered
Total AUM
$5.2B
Discretionary
$272.7M
Employees
11
Clients
--
Accounts
284
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2022 | $7.9B | $326M | $7.6B | 11 | 0 |
| Nov 2021 | $5.2B | $272.7M | $4.9B | 11 | 0 |
| Mar 2021 | $5.7B | $272.7M | $5.4B | 11 | 0 |
| Jun 2020 | $4.1B | $218.6M | $3.9B | 11 | 0 |
| Mar 2020 | $4.1B | $218.6M | $3.9B | 11 | 0 |
| Mar 2019 | $4B | $178.6M | $3.8B | 10 | 0 |
| Mar 2018 | $4.4B | $169.4M | $4.2B | 10 | 0 |
| Mar 2017 | $4.5B | $156.3M | $4.3B | 9 | 200 |
| Mar 2016 | $4.6B | $107.4M | $4.5B | 8 | 100 |
| Mar 2015 | $4.5B | $81.1M | $4.4B | 8 | 100 |
| Apr 2014 | $4.7B | $64.6M | $4.7B | 8 | 100 |
| Jan 2013 | $4.6B | $40.9M | $4.5B | 7 | 26 |
| Apr 2012 | $4.2B | $37.2M | $4.1B | 6 | 26 |
| Mar 2012 | $4.2B | $37.2M | $4.1B | 6 | 26 |
| Mar 2011 | $3.8B | $15.6M | $3.8B | 10 | -- |
| Dec 2010 | $3.3B | $17.2M | $3.2B | 10 | -- |
| Dec 2010 | $3.3B | $17.2M | $3.2B | 10 | -- |
| Mar 2010 | $3.3B | $17.2M | $3.2B | 10 | -- |
| Mar 2009 | $4B | $58.5M | $3.9B | 10 | -- |
| Sep 2008 | $3.8B | $65.7M | $3.8B | 10 | -- |
| Mar 2008 | $3.8B | $65.7M | $3.8B | 10 | -- |
| Nov 2007 | $4B | $18M | $4B | 10 | -- |
| Mar 2007 | $4B | $18M | $4B | 10 | -- |
| Feb 2006 | $3.9B | $129.1M | $3.8B | 10 | -- |
| Sep 2005 | $4.1B | $137M | $4B | 10 | -- |
| Mar 2004 | $4.9B | $221.5M | $4.7B | 10 | -- |
| Mar 2002 | $4B | $233.1M | $3.8B | 10 | -- |
DateMar 2022
Total AUM$7.9B
Discretionary$326M
Non-Disc.$7.6B
Employees11
Clients0
DateNov 2021
Total AUM$5.2B
Discretionary$272.7M
Non-Disc.$4.9B
Employees11
Clients0
DateMar 2021
Total AUM$5.7B
Discretionary$272.7M
Non-Disc.$5.4B
Employees11
Clients0
DateJun 2020
Total AUM$4.1B
Discretionary$218.6M
Non-Disc.$3.9B
Employees11
Clients0
DateMar 2020
Total AUM$4.1B
Discretionary$218.6M
Non-Disc.$3.9B
Employees11
Clients0
DateMar 2019
Total AUM$4B
Discretionary$178.6M
Non-Disc.$3.8B
Employees10
Clients0
DateMar 2018
Total AUM$4.4B
Discretionary$169.4M
Non-Disc.$4.2B
Employees10
Clients0
DateMar 2017
Total AUM$4.5B
Discretionary$156.3M
Non-Disc.$4.3B
Employees9
Clients200
DateMar 2016
Total AUM$4.6B
Discretionary$107.4M
Non-Disc.$4.5B
Employees8
Clients100
DateMar 2015
Total AUM$4.5B
Discretionary$81.1M
Non-Disc.$4.4B
Employees8
Clients100
DateApr 2014
Total AUM$4.7B
Discretionary$64.6M
Non-Disc.$4.7B
Employees8
Clients100
DateJan 2013
Total AUM$4.6B
Discretionary$40.9M
Non-Disc.$4.5B
Employees7
Clients26
DateApr 2012
Total AUM$4.2B
Discretionary$37.2M
Non-Disc.$4.1B
Employees6
Clients26
DateMar 2012
Total AUM$4.2B
Discretionary$37.2M
Non-Disc.$4.1B
Employees6
Clients26
DateMar 2011
Total AUM$3.8B
Discretionary$15.6M
Non-Disc.$3.8B
Employees10
Clients--
DateDec 2010
Total AUM$3.3B
Discretionary$17.2M
Non-Disc.$3.2B
Employees10
Clients--
DateDec 2010
Total AUM$3.3B
Discretionary$17.2M
Non-Disc.$3.2B
Employees10
Clients--
DateMar 2010
Total AUM$3.3B
Discretionary$17.2M
Non-Disc.$3.2B
Employees10
Clients--
DateMar 2009
Total AUM$4B
Discretionary$58.5M
Non-Disc.$3.9B
Employees10
Clients--
DateSep 2008
Total AUM$3.8B
Discretionary$65.7M
Non-Disc.$3.8B
Employees10
Clients--
DateMar 2008
Total AUM$3.8B
Discretionary$65.7M
Non-Disc.$3.8B
Employees10
Clients--
DateNov 2007
Total AUM$4B
Discretionary$18M
Non-Disc.$4B
Employees10
Clients--
DateMar 2007
Total AUM$4B
Discretionary$18M
Non-Disc.$4B
Employees10
Clients--
DateFeb 2006
Total AUM$3.9B
Discretionary$129.1M
Non-Disc.$3.8B
Employees10
Clients--
DateSep 2005
Total AUM$4.1B
Discretionary$137M
Non-Disc.$4B
Employees10
Clients--
DateMar 2004
Total AUM$4.9B
Discretionary$221.5M
Non-Disc.$4.7B
Employees10
Clients--
DateMar 2002
Total AUM$4B
Discretionary$233.1M
Non-Disc.$3.8B
Employees10
Clients--