Overview
Assets Under Management: $2.0 billion
Headquarters: JERSEY CITY, NJ
High-Net-Worth Clients: 2,034
Average Client Assets: $1 million
Frequently Asked Questions
ABNER HERRMAN & BROCK, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #8517), ABNER HERRMAN & BROCK, LLC is subject to fiduciary duty under federal law.
ABNER HERRMAN & BROCK, LLC is headquartered in JERSEY CITY, NJ.
ABNER HERRMAN & BROCK, LLC serves 2,034 high-net-worth clients according to their SEC filing dated March 21, 2024. View client details ↓
According to their SEC Form ADV, ABNER HERRMAN & BROCK, LLC offers portfolio management for individuals and portfolio management for institutional clients. View all service details ↓
ABNER HERRMAN & BROCK, LLC manages $2.0 billion in client assets according to their SEC filing dated March 21, 2024.
According to their SEC Form ADV, ABNER HERRMAN & BROCK, LLC serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 2,034
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 86.93
Average High-Net-Worth Client Assets: $1 million
Total Client Accounts: 1,859
Discretionary Accounts: 1,814
Non-Discretionary Accounts: 45
Regulatory Filings
CRD Number: 8517
Last Filing Date: 2024-03-21 00:00:00
Website: https://ahbi.com