HERON ADVISORY INC.
Legal name: HERON FINANCE
CRD #327608 SEC #801-128703 SAN FRANCISCO, CA 510-646-1610
SEC Registered
Total AUM
$15.3M
Discretionary
$15.3M
Employees
17
Clients
0
Accounts
201
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Aug 2025 | $15.3M | $15.3M | $0 | 17 | 0 |
| Mar 2025 | $2.4M | $2.4M | $0 | 17 | 0 |
| Feb 2025 | $0 | $0 | $0 | 2 | 0 |
| Jan 2025 | $0 | $0 | $0 | 2 | 0 |
| Sep 2024 | $0 | $0 | $0 | 2 | 0 |
| Jul 2024 | $0 | $0 | $0 | 2 | 0 |
| Apr 2024 | $0 | $0 | $0 | 2 | 0 |
| Jan 2024 | $0 | $0 | $0 | 2 | 0 |
| Dec 2023 | $0 | $0 | $0 | 2 | 0 |
| Sep 2023 | $0 | $0 | $0 | 2 | 0 |
| Aug 2023 | $0 | $0 | $0 | 2 | 0 |
| Aug 2023 | $0 | $0 | $0 | 2 | 0 |
| Aug 2023 | $0 | $0 | $0 | 2 | 0 |
DateAug 2025
Total AUM$15.3M
Discretionary$15.3M
Non-Disc.$0
Employees17
Clients0
DateMar 2025
Total AUM$2.4M
Discretionary$2.4M
Non-Disc.$0
Employees17
Clients0
DateFeb 2025
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateJan 2025
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateSep 2024
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateJul 2024
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateApr 2024
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateJan 2024
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateDec 2023
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateSep 2023
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateAug 2023
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateAug 2023
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateAug 2023
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0