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Building 2HERGENROEDER FINANCIAL ADVISORS, INC.

Map pinTIMONIUM, MD
Phone410-769-8262
NotebookSEC #801-80882
Total AUM
$304.5M
Employees
6
Clients
421

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1954 GREENSPRING DRIVE
SUITE 230
TIMONIUM
MD 21093
United States
Operating Hours
9:30AM-5:00PM
Monday - Friday
Phone
410-769-8262

ReceiptFinancials

Total AUM
$304.5M
Accounts
624
Discretionary
$304.5M
Accounts
624
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
323
AUM
$134.2M
HNW Individual Clients
98
AUM
$170.3M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZDEFLGALAMDNCNHPASCTXVAWV

HandshakeAffiliates

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

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