Overview
Assets Under Management: $283 million
Headquarters: TIMONIUM, MD
High-Net-Worth Clients: 94
Average Client Assets: $2 million
Frequently Asked Questions
HERGENROEDER FINANCIAL ADVISORS, INC. 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 #121278), HERGENROEDER FINANCIAL ADVISORS, INC. is subject to fiduciary duty under federal law.
HERGENROEDER FINANCIAL ADVISORS, INC. is headquartered in TIMONIUM, MD.
HERGENROEDER FINANCIAL ADVISORS, INC. serves 94 high-net-worth clients according to their SEC filing dated March 05, 2025. View client details ↓
According to their SEC Form ADV, HERGENROEDER FINANCIAL ADVISORS, INC. offers financial planning, portfolio management for individuals, and portfolio management for institutional clients. View all service details ↓
HERGENROEDER FINANCIAL ADVISORS, INC. manages $283 million in client assets according to their SEC filing dated March 05, 2025.
According to their SEC Form ADV, HERGENROEDER FINANCIAL ADVISORS, INC. serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 94
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 56.24
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 648
Discretionary Accounts: 648
Regulatory Filings
CRD Number: 121278
Filing ID: 1937769
Last Filing Date: 2025-03-05 18:56:00
Website: https://lpl.com