Overview
Assets Under Management: $98 million
Headquarters: ROSLYN HEIGHTS, NY
High-Net-Worth Clients: 95
Average Client Assets: $0.9 million
Frequently Asked Questions
P. R. HERZIG & CO. 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 #2185), P. R. HERZIG & CO. INC. is subject to fiduciary duty under federal law.
P. R. HERZIG & CO. INC. is headquartered in ROSLYN HEIGHTS, NY.
P. R. HERZIG & CO. INC. serves 95 high-net-worth clients according to their SEC filing dated March 31, 2018. View client details ↓
According to their SEC Form ADV, P. R. HERZIG & CO. INC. offers portfolio management for individuals and portfolio management for institutional clients. View all service details ↓
P. R. HERZIG & CO. INC. manages $98 million in client assets according to their SEC filing dated March 31, 2018.
According to their SEC Form ADV, P. R. HERZIG & CO. INC. 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: 95
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 85.89%
Average Client Assets: $0.9 million
Total Client Accounts: 146
Discretionary Accounts: 108
Non-Discretionary Accounts: 38
Regulatory Filings
CRD Number: 2185
Filing ID: 1202533
Last Filing Date: 2018-03-31 11:55:00