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Building 2HEROLD ADVISORS, INC.

Map pinNEW YORK, NY
Phone212-371-3950
NotebookSEC #801-11216
Total AUM
$540.2M
Employees
9
Clients
563

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
125 PARK AVENUE SUITE 2552
NEW YORK
NY 10017
United States
Operating Hours
9 AM - 4:30 PM
Monday - Friday
Phone
212-371-3950
Other Offices
2

ReceiptFinancials

Total AUM
$540.2M
Accounts
563
Discretionary
$540.2M
Accounts
563
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
439
AUM
$138.5M
HNW Individual Clients
118
AUM
$373.5M
Pension/Profit Sharing Plan Clients
4
AUM
$19.3M
Corporation or Business Clients
2
AUM
$8.8M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Individual Portfolio ManagementInstitutional Portfolio ManagementPublications
Compensation Types
Charges Other FeeCharges Percentage AUM
Other Compensation
MARGIN PARTICIPATION

Shield checkCompliance

Disclosures
SRO Rule Violation
State Registrations
CACTFLMANJNYPASCTXVA

HandshakeAffiliates

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Affiliates
Reported 5 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.

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