Colin
Connery
Heron Bay Capital Management
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About this Advisor
Colin Connery is a financial advisor based in Berkley, Michigan, working with Heron Bay Capital Management. Colin has previously held positions at Asset Health and Wilson Partners. Colin has passed the Series 65 regulatory exam and is registered to provide services in Michigan. Currently, Colin is part of Heron Bay Capital Management, which operates out of Berkley, Michigan. The firm has 5 employees and manages assets totaling $562.5 million. The firm serves a variety of clients, including high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and pension consulting services. The fee structure at Heron Bay Capital Management includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Heron Bay Capital Management Brokerage Details
$562,506,200
5
342
$1,644,755
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Colin Connery Work History
Wilson Partners
Asset Health
Disclosures
Please visit the SEC profile of Colin Connery 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
Berkley, MI
Bloomfield Hills, MI
Bloomfield Hills, MI
Bloomfield Hills, MI
Bloomfield Hills, MI
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