Overview
Assets Under Management: $748 million
High-Net-Worth Clients: 131
Average Client Assets: $3.5 million
Frequently Asked Questions
HERR INVESTMENT GROUP 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 #315227), HERR INVESTMENT GROUP LLC is subject to fiduciary duty under federal law.
HERR INVESTMENT GROUP LLC serves 131 high-net-worth clients according to their SEC filing dated March 24, 2024. View client details ↓
According to their SEC Form ADV, HERR INVESTMENT GROUP LLC offers portfolio management for individuals and portfolio management for pooled investment vehicles. View all service details ↓
HERR INVESTMENT GROUP LLC manages $748 million in client assets according to their SEC filing dated March 24, 2024.
According to their SEC Form ADV, HERR INVESTMENT GROUP LLC serves high-net-worth individuals and pooled investment vehicles. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles
Clients
Number of High-Net-Worth Clients: 131
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 60.80%
Average Client Assets: $3.5 million
Total Client Accounts: 174
Discretionary Accounts: 174
Regulatory Filings
CRD Number: 315227
Filing ID: 1829668
Last Filing Date: 2024-03-24 10:44:00