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Heber Fuger Wendin, Investment Advisors Employee Directory

Financial ServicesMichigan, United States2-10 Employees

Heber Fuger Wendin, Investment Advisors operates in the financial services industry as an independent registered investment adviser. Based in Bloomfield Hills, Michigan, the firm is described as one of the oldest and most well-established independent RIAs in the United States, having been founded in 1934. It operates on a fee-only model with no commissions, providing investment portfolio advice and counsel.

Its service suite includes trust department investment advice, investment portfolio accounting services, asset/liability management consulting, independent third-party interest rate risk reviews, and mortgage servicing rights valuation. It serves more than 100 clients across 10 states, including community banks, credit unions, trust departments, hospitals, foundations, and insurance companies, in addition to advising individual investors. It holds SOC 1 - SSAE 18 Type II certification.

Find Heber Fuger Wendin, Investment Advisors employees' phone numbers or email addresses

Heber Fuger Wendin, Investment Advisors Global Highlights

Location
Employees

North America
4

Minus sign iconPlus sign icon
  • United States Of America
    4

Heber Fuger Wendin, Investment Advisors's Leadership

  • Stylized image of a person
    R. W.
    President
    Mobile Phone
  • Stylized image of a person
    J. O.
    Vice President
    Mobile Phone

Heber Fuger Wendin, Investment Advisors Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Finance
  • Accounting
  • Administrative
  • Analytics
  • Other

Contact profiles from Heber Fuger Wendin, Investment Advisors

Name
Title
Contact
Location
Last Update
  • Stylized image of a person
    R. W.
    President
    Mobile Phone
    Oct 23, 2024
  • Stylized image of a person
    J. O.
    Vice President
    Mobile Phone
    Oct 18, 2024

Frequently Asked Questions

What is Heber Fuger Wendin, Investment Advisors known for?

Minus sign iconPlus sign iconHeber Fuger Wendin, Investment Advisors was founded in 1934 operates in the Financial Services industry; you can contact the main corporate office by phone at
+1-248-258-****
. Explore Heber Fuger Wendin, Investment Advisors's company overview page for more information.

What is Heber Fuger Wendin, Investment Advisors's most common email format?

Minus sign iconPlus sign iconHeber Fuger Wendin, Investment Advisors employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Heber Fuger Wendin, Investment Advisors email formats with LeadIQ.

How many employees does Heber Fuger Wendin, Investment Advisors have currently?

Minus sign iconPlus sign iconHeber Fuger Wendin, Investment Advisors has approximately 3 employees as of July 2026. These team members are located across 1 continents, including North America.

Who are Heber Fuger Wendin, Investment Advisors's key employees and leadership?

Minus sign iconPlus sign icon

As of July 2026, Heber Fuger Wendin, Investment Advisors's key employees include:

  • President: R. W.
  • Vice President: J. O.

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