Heber Fuger Wendin, Inc.
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- Optimize the return of your institution's investment portfolio.Heber Fuger Wendin is one of the oldest, most well-established independent registered investment advisory firms in the United States. We are an independent, fee-only (no commissions) financial advisor and investment counsel firm founded in 1934 with $4.7 billion in assets currently under management. We provide investment portfolio advice and counsel, trust department investment advice, investment portfolio accounting services, asset/liability management consulting, independent third party interest rate risk reviews and mortgage servicing rights valuation services to over 100 clients in 10 states, including institutions such as community banks, credit unions, trust departments, hospitals, foundations and insurance companies in addition to providing investment advice to individuals. We are SOC 1 - SSAE 16 Type II certified (formerly SAS 70).
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Headquarters:36700 Woodward Avenue Suite 201, Bloomfield Hills, Michigan, United States
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Phone Number: +1 248-258-6866
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Website: https://www.heberinvestments.com
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Employees:10
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Revenue:$10 - 50M
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Legal Name:Heber Fuger Wendin, Inc.
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Heber Fuger Wendin, Inc.'s Social Media
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| NAICS Code: 523930 |
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Frequently Asked Questions regarding Heber Fuger Wendin, Inc.
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Where are Heber Fuger Wendin, Inc.'s Headquarters?
Heber Fuger Wendin, Inc.'s Headquarters are in 36700 Woodward Avenue Suite 201,Bloomfield Hills,Michigan,United States
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What is Heber Fuger Wendin, Inc.'s phone number?
Heber Fuger Wendin, Inc.'s phone number is +1 248-258-6866
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What is Heber Fuger Wendin, Inc.'s official website?
Heber Fuger Wendin, Inc.'s official website is https://www.heberinvestments.com
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What is Heber Fuger Wendin, Inc.'s Revenue?
Heber Fuger Wendin, Inc.'s revenue is $10 - 50M
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What is Heber Fuger Wendin, Inc.'s NAICS code?
Heber Fuger Wendin, Inc.'s NAICS code is 523930
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How many employees are working in Heber Fuger Wendin, Inc.
Heber Fuger Wendin, Inc. has 10 employees
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What is Heber Fuger Wendin, Inc.'s Industry?
Heber Fuger Wendin, Inc. is in the industry of Investment Management
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Who is Heber Fuger Wendin, Inc.'s Vice President, Iar, Series 65?
Heber Fuger Wendin, Inc.'s Vice President, Iar, Series 65 is Becky Gersonde