$5.1M Total AUM
$5.1M Disc. AUM
-- 3Y CAGR
2 Employees
87 ADV. Clients
4 yrs Firm Age
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- Custodian
- Charles Schwab & Company · LPL Financial · Merrill Lynch
- Clients
- Retail
- Platforms
- --
- Established Date
- 02-22-2022
- Office Locations
- 1
Office Locations
442 4TH Avenue Indialantic FL
About Heron Equity Management, LLC
Heron Equity Management, LLC is a Indialantic-based RIA. The firm has been operating for 4 years. Managing $5.1M in total assets under management, with 2 advisory representatives. They custody assets with Charles Schwab & Company and LPL Financial.
Team overview
70 AVG AGE
$2.5M AVG AUM / ADVISOR
$58.5K AVG AUM / CLIENT
3.4 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
4yrs Firm Age
Insights
Available
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Asset Classes
Available
Client Personas
Available
Investment Themes
Available
Investment Vehicles
Available
Platform
Available
Services
Available
Owner & Executives
G
GERALD JOSEPH FASANELLA
Chief Compliance Officer, Investment Advisor Representative, Managing Member
- CRD
- #849312
- Ownership
- 75% or more
Available
Available
Available
Showing 1 of 1 owners & executives
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B
BRIAN T SPATOLA
--
- CRD
- #5074911
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $5,092,652 | -- |
| Non-Discretionary | $0 | -- |
| Total | $5,092,652 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Public Funds:
Available Corporate - Investment Grade:
Available Derivatives:
Available Equity - OTC:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Derivatives | Available | Available |
| Equity - OTC | Available | Available |
| Total | Available | Available |
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