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THOMAS J. HERZFELD ADVISORS, INC.
MIAMI BEACH, FL
305-777-1660
SEC #801-20866Total AUM
$890.4M
Employees
15Clients
300Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
119 WASHINGTON AVENUE
SUITE 504
MIAMI BEACH
FL 33139
United States
SUITE 504
MIAMI BEACH
FL 33139
United States
Operating Hours
9:00AM - 5:00PM
Monday - Friday
Monday - Friday
Phone
305-777-1660
Financials
Total AUM
$890.4M
Accounts
349Discretionary
$870.4M
Accounts
330Non-Discretionary
$20.1M
Accounts
19
Clients
Individual Clients
15AUM
$5.2M
HNW Individual Clients
125AUM
$140.7M
Investment Company Clients
1AUM
$41.7M
Pooled Vehicle Clients
8AUM
$484.8M
Pension/Profit Sharing Plan Clients
3AUM
$1.1M
Charitable Organization Clients
11AUM
$47M
Corporation or Business Clients
10AUM
$44.7M
Other Clients
127AUM
$125.2M
Description of Other Clients
FOUNDATIONS & PERSONAL TRUSTS
Services
Services Offered
Company Portfolio ManagementIndividual Portfolio ManagementInstitutional Portfolio ManagementOther ServicesPooled Vehicle Portfolio Management
Other Services
PORTFOLIO MODEL LICENSING
Compensation Types
Charges Other FeeCharges Percentage AUMCharges Performance-Based
Other Compensation
LICENSING FEES
Compliance
Disclosures
None reported
State Registrations
ALARAZCACODEFLIAILMINDNENHNYTX
Affiliates
Affiliates
Reported 5 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.