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Building 2HERR INVESTMENT GROUP LLC

Map pin
Phone312-971-7800
NotebookSEC #801-123100
Total AUM
$747.6M
Employees
5
Clients
174

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
BY APPOINTMENT
Monday - Friday
Phone
312-971-7800
Other Offices
2

ReceiptFinancials

Total AUM
$747.6M
Accounts
174
Discretionary
$747.6M
Accounts
174
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
28
AUM
$5.5M
HNW Individual Clients
131
AUM
$454.6M
Pooled Vehicle Clients
1
AUM
$182.1M
Pension/Profit Sharing Plan Clients
3
AUM
$14.7M
Charitable Organization Clients
1
AUM
$159.2K
Corporation or Business Clients
10
AUM
$90.5M

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
CAFLILMINHTX

HandshakeAffiliates

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

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