HERON FINANCIAL GROUP, LLC
Legal name: HERON WEALTH
CRD #146012 SEC #801-68679 NEW YORK, NY 800-994-3766
SEC Registered
Total AUM
$433M
Discretionary
$287M
Employees
5
Clients
101
Accounts
1,427
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jul 2023 | $433M | $287M | $146M | 5 | 0 |
| Apr 2023 | $433M | $287M | $146M | 5 | 0 |
| Mar 2023 | $433M | $287M | $146M | 5 | 0 |
| Feb 2022 | $454.7M | $321.1M | $133.6M | 7 | 0 |
| Apr 2021 | $352.4M | $240.2M | $112.2M | 5 | 0 |
| Aug 2020 | $342.4M | $223.7M | $118.6M | 4 | 0 |
| Jul 2020 | $342.4M | $223.7M | $118.6M | 4 | 0 |
| Jul 2020 | $342.4M | $223.7M | $118.6M | 4 | 0 |
| Jul 2020 | $342.4M | $223.7M | $118.6M | 4 | 0 |
| Mar 2020 | $342.4M | $223.7M | $118.6M | 4 | 0 |
| Oct 2019 | $314.2M | $182.4M | $131.8M | 7 | 0 |
| May 2019 | $314.2M | $182.4M | $131.8M | 7 | 0 |
| Apr 2019 | $314.2M | $182.4M | $131.8M | 7 | 0 |
| Apr 2019 | $314.2M | $182.4M | $131.8M | 7 | 0 |
| Apr 2018 | $350.3M | $179.2M | $171.1M | 7 | 0 |
| Mar 2017 | $266.3M | $150.9M | $115.4M | 6 | 26 |
| Mar 2016 | $205.4M | $125.6M | $79.8M | 6 | 26 |
| Mar 2015 | $175.9M | $134.4M | $41.5M | 5 | 26 |
| Apr 2014 | $133M | $112M | $21M | 4 | 26 |
| Apr 2013 | $80M | $80M | $0 | 3 | 26 |
| Mar 2012 | $70M | $70M | $0 | 1 | 26 |
| Mar 2011 | $61.4M | $61.4M | $0 | 5 | -- |
| May 2010 | $50.5M | $50.5M | $0 | 5 | -- |
| Feb 2009 | $38M | $38M | $0 | 5 | -- |
| Mar 2008 | $73.6M | $72.3M | $1.2M | 5 | -- |
| Dec 2007 | $0 | $0 | $0 | 5 | -- |
| Dec 2007 | $0 | $0 | $0 | 5 | -- |
DateJul 2023
Total AUM$433M
Discretionary$287M
Non-Disc.$146M
Employees5
Clients0
DateApr 2023
Total AUM$433M
Discretionary$287M
Non-Disc.$146M
Employees5
Clients0
DateMar 2023
Total AUM$433M
Discretionary$287M
Non-Disc.$146M
Employees5
Clients0
DateFeb 2022
Total AUM$454.7M
Discretionary$321.1M
Non-Disc.$133.6M
Employees7
Clients0
DateApr 2021
Total AUM$352.4M
Discretionary$240.2M
Non-Disc.$112.2M
Employees5
Clients0
DateAug 2020
Total AUM$342.4M
Discretionary$223.7M
Non-Disc.$118.6M
Employees4
Clients0
DateJul 2020
Total AUM$342.4M
Discretionary$223.7M
Non-Disc.$118.6M
Employees4
Clients0
DateJul 2020
Total AUM$342.4M
Discretionary$223.7M
Non-Disc.$118.6M
Employees4
Clients0
DateJul 2020
Total AUM$342.4M
Discretionary$223.7M
Non-Disc.$118.6M
Employees4
Clients0
DateMar 2020
Total AUM$342.4M
Discretionary$223.7M
Non-Disc.$118.6M
Employees4
Clients0
DateOct 2019
Total AUM$314.2M
Discretionary$182.4M
Non-Disc.$131.8M
Employees7
Clients0
DateMay 2019
Total AUM$314.2M
Discretionary$182.4M
Non-Disc.$131.8M
Employees7
Clients0
DateApr 2019
Total AUM$314.2M
Discretionary$182.4M
Non-Disc.$131.8M
Employees7
Clients0
DateApr 2019
Total AUM$314.2M
Discretionary$182.4M
Non-Disc.$131.8M
Employees7
Clients0
DateApr 2018
Total AUM$350.3M
Discretionary$179.2M
Non-Disc.$171.1M
Employees7
Clients0
DateMar 2017
Total AUM$266.3M
Discretionary$150.9M
Non-Disc.$115.4M
Employees6
Clients26
DateMar 2016
Total AUM$205.4M
Discretionary$125.6M
Non-Disc.$79.8M
Employees6
Clients26
DateMar 2015
Total AUM$175.9M
Discretionary$134.4M
Non-Disc.$41.5M
Employees5
Clients26
DateApr 2014
Total AUM$133M
Discretionary$112M
Non-Disc.$21M
Employees4
Clients26
DateApr 2013
Total AUM$80M
Discretionary$80M
Non-Disc.$0
Employees3
Clients26
DateMar 2012
Total AUM$70M
Discretionary$70M
Non-Disc.$0
Employees1
Clients26
DateMar 2011
Total AUM$61.4M
Discretionary$61.4M
Non-Disc.$0
Employees5
Clients--
DateMay 2010
Total AUM$50.5M
Discretionary$50.5M
Non-Disc.$0
Employees5
Clients--
DateFeb 2009
Total AUM$38M
Discretionary$38M
Non-Disc.$0
Employees5
Clients--
DateMar 2008
Total AUM$73.6M
Discretionary$72.3M
Non-Disc.$1.2M
Employees5
Clients--
DateDec 2007
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--
DateDec 2007
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--