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Building 2P. R. HERZIG & CO. INC.

Map pinROSLYN HEIGHTS, NY
Phone516-621-0200
NotebookSEC #801-66238
Total AUM
$98.1M
Employees
3
Clients
146

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
4 EXPRESSWAY PLAZA
SUITE 220
ROSLYN HEIGHTS
NY 11577
United States
Operating Hours
8:00-5:00
Monday - Friday
Phone
516-621-0200

ReceiptFinancials

Total AUM
$98.1M
Accounts
146
Discretionary
$65.6M
Accounts
108
Non-Discretionary
$32.5M
Accounts
38

ContactClients

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Individual Clients
40
AUM
$5M
HNW Individual Clients
95
AUM
$84.3M
Pension/Profit Sharing Plan Clients
4
AUM
$4.7M
Charitable Organization Clients
2
AUM
$2M
Corporation or Business Clients
5
AUM
$2.2M

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementInstitutional Portfolio ManagementPublications
Compensation Types
Charges CommissionCharges Fixed Fee

Shield checkCompliance

Disclosures

None reported

State Registrations

None reported

HandshakeAffiliates

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

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