Chetan
Rastogi
Heron Bay Capital Management
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About this Advisor
Chetan Rastogi is a financial advisor working out of Bloomfield Hills, Michigan with 2 years of industry experience. Rastogi currently works for Heron Bay Capital Management. Their career trajectory has included roles at Heron Bay Capital Management, Seizert Capital Partners and Empowerment International, Inc. Rastogi maintains a Series 65 license, designating them as an investment advisor representative, and is registered to advise clients in Michigan. Heron Bay Capital Management is a financial advisory firm headquartered in Bloomfield Hills, MI. It controls $197 million in assets across its 257 client accounts, making it one of the mid-sized investment advisory firms in the United States by assets under management. Of its 257 customer accounts, 69% are held by high-net-worth investors who have more than $1 million in assets. Heron Bay Capital Management performs a few services, including financial planning services, portfolio management for individuals and small businesses and pension consulting services. Fees charged by financial advisors largely are based on which services the firm provides the client. Fee types billed by Heron Bay Capital Management likely are comprised of some blend of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Heron Bay Capital Management Brokerage Details
$197,278,814
5
257
$767,622
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Chetan Rastogi Work History
Chetan has been registered as a financial advisor for 2 years.*
Heron Bay Capital Management
Seizert Capital Partners
Empowerment International, Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Chetan Rastogi to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Heron Bay Capital Management
Bloomfield Hills, MI
Bloomfield Hills, MI
Bloomfield Hills, MI
Bloomfield Hills, MI
Bloomfield Hills, MI
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