Assets Under Management
$489.7M
Number of Clients
523
Number of Advisors
11
Average Client AUM
$936K
AUM per Advisor
$44.5M
Compensation
Fee-Only (AUM)
Herold Advisors provides portfolio management services on a discretionary and non-discretionary basis to individuals, business entities, trusts, estates, pension and profit-sharing plans, and charitable organizations. They review client needs, objectives, and risk tolerances to determine the optimal asset allocation.
845 Third Avene Suite 1703, New York, NY, 10022-7513