Matthew
Latarewicz
Heron Bay Capital Management
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About this Advisor
Matthew Latarewicz is a financial advisor based in Bloomfield Hills, Michigan, working with Heron Bay Capital Management. Matthew has previously held positions at Heron Bay Capital Management, Rmb Capital Management LLC, Factset Research Systems Inc, and as a student. Matthew is registered to provide services in Michigan. Currently, Matthew is part of Heron Bay Capital Management, which operates out of Bloomfield Hills, 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.
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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
Matthew Latarewicz Work History
Heron Bay Capital Management
Rmb Capital Management LLC
Factset Research Systems Inc
Student
Disclosures
Please visit the SEC profile of Matthew Latarewicz 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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