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Building 2HERNDON CAPITAL MANAGEMENT, LLC

Map pinATLANTA, GA
Phone404-232-8801
NotebookSEC #801-60473
Total AUM
$1.1B
Employees
8
Clients
300

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
191 PEACHTREE STREET, NE
SUITE 2500
ATLANTA
GA 30303
United States
Operating Hours
8:30M-5:30PM
Monday - Friday
Phone
404-232-8801
Other Offices
1

ReceiptFinancials

Total AUM
$1.1B
Accounts
305
Discretionary
$779M
Accounts
44
Non-Discretionary
$310.3M
Accounts
261

ContactClients

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Individual Clients
1
AUM
$85.6K
HNW Individual Clients
1
AUM
$36.9K
Pension/Profit Sharing Plan Clients
1
AUM
$8.7M
Government Entity Clients
9
AUM
$528.2M
Investment Advisor Clients
276
AUM
$521.1M
Insurance Company Clients
11
AUM
$24.3M
Other Clients
1
AUM
$6.9M
Description of Other Clients
PRIVATE UNIVERSITIES

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementInstitutional Portfolio ManagementOther ServicesPooled Vehicle Portfolio Management
Other Services
MODEL PORTFOLIOS TO INTERMEDIARIES
Compensation Types
Charges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCACOCTFLGAILLAMAMDMEMIMNMONHNJNYOHOKPAPRSCTNTXVAVTWA

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

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