HERON ADVISORY INC. of SAN FRANCISCO, CA is an SEC-registered investment adviser (CRD 327608). Regulatory assets under management: $37.7M.
Compensation: % of AUM.
Clients served: High net worth.
| Name | Role | Location |
|---|---|---|
| Michael Samuel Sall | CHIEF EXECUTIVE OFFICER/CO-FOUNDER; CHIEF EXECUTIVE OFFICER/CO-FOUNDER/CCO | Covina, CA |
| Michael M Jen | HEAD OF COMPLIANCE | — |
| Blake Hamilton Lambert West | CHIEF TECHNOLOGY OFFICER/CO-FOUNDER | — |
| Christopher Robins | CHIEF COMPLIANCE OFFICER/GENERAL COUNSEL | — |
| JEN MICHAEL M | HEAD OF COMPLIANCE | — |
| ROBINS CHRISTOPHER | CHIEF COMPLIANCE OFFICER; CHIEF COMPLIANCE OFFICER/GENERAL COUNSEL | — |
| Sall Michael Samuel | CHIEF EXECUTIVE OFFICER | — |