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HERON EQUITY MANAGEMENT, LLC
CRD 307350
442 4TH AVENUE, INDIALANTIC, FL, 32903, United States
Phone
321-728-1196
Fax
321-728-1438
Registration
— (—)
Source
State registered
Total AUM
$5.1M
Discretionary AUM
$5.1M
Team
2 total employees; 2 advisory reps; 24 broker-dealer reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees; Performance-based fees; REFERRAL FEES
Org form
Limited Liability Company
Filing date
2026-03-10
Disciplinary history
Yes
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 55 | $2.4M |
| High net worth individuals | 8 | $2.7M |
Official SEC filing: View on IAPD