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Building 2THE HERBST GROUP, LLC

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Phone(212) 488-1701
NotebookSEC #801-118872
Total AUM
$204.8M
Employees
7
Clients
193

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
BY APPOINTMENT ONLY
Monday - Friday
Phone
(212) 488-1701
Other Offices
1

ReceiptFinancials

Total AUM
$204.8M
Accounts
294
Discretionary
$204.8M
Accounts
294
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
144
AUM
$30.1M
HNW Individual Clients
46
AUM
$165.7M
Pension/Profit Sharing Plan Clients
1
AUM
$1.5M
Charitable Organization Clients
1
AUM
$6.9M
Corporation or Business Clients
1
AUM
$477.6K

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CTFLMTNJNYTX

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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