Heron Advisory Inc.
● SEC registered since 2023CRD 327608SEC# 801-128703San Francisco, CA
Reg. AUM
$37.7M
Employees
17
Accounts
285
Location
San Francisco, CA
Heron Advisory Inc. assets under management
Heron Advisory Inc. is an SEC-registered investment adviser based in San Francisco, CA. The firm has been registered since 2023. It reports $37.7 million in regulatory assets under management and employs 17 people.
Heron Advisory Inc. owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Blake Hamilton Lambert West Control | Chief Technology Officer/Co-Founder | Under 5% | 2023 |
| Michael Samuel Sall Control | Chief Executive Officer/Co-Founder/Cco | Under 5% | 2023 |
| Warbler Labs Incorporated Control | Owner | Over 75% | 2023 |
Frequently asked questions
How much does Heron Advisory Inc. manage?
Heron Advisory Inc. reports $37.7 million in regulatory assets under management on its Form ADV.
How many employees does Heron Advisory Inc. have?
Heron Advisory Inc. reports 17 employees.
Where is Heron Advisory Inc. located?
Heron Advisory Inc. is based in San Francisco, CA and has been SEC-registered since 2023.
Does Heron Advisory Inc. disclose fund performance?
Heron Advisory Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 2601 Mission Street, Suite 800, San Francisco, CA 94110 |
| Phone | 510-214-6602 |
| Fax | N/A |
| Office hours | By Appointment Only |
| SEC region | San Francisco Regional Office (SFRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$37.7M▲ 1477%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 97%
Larger than 3% of 16,271 advisers
EmployeesTop 28%
More than 72% of 16,825 advisers
Assets under management
$37.7Mregulatory AUM
Discretionary $37.7M