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- Custodian
- Broadridge · Fidelity/NFS · LPL Financial · UBS · Wells Fargo
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 07-09-1982
- Office Locations
- 1
Office Locations
About Abner Herrman & Brock, LLC
Abner Herrman & Brock, LLC (AHB) is a New Jersey–based investment adviser serving both retail and institutional clients, offering asset management and portfolio construction alongside estate and insurance planning. The firm emphasizes active, risk-managed and tax-efficient allocation, with portfolios notably concentrated in municipal bonds, ETFs, and investment-grade credit. Team members stay engaged in macro and policy discussions through industry forums.
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Owner & Executives
HOWARD JEROME ABNER
Advisor, Chief Compliance Officer
- CRD
- #353
- Ownership
- Less than 5%
CARYN JILL ZWEIG
Chief Executive Officer
- CRD
- #1883741
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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BRYAN L DIDONATO
Vice President
- CRD
- #4955839
MATTHEW JAMES FLOOD
Vice President
- CRD
- #5405213
Showing 2 of 6 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $2,674,386,214 | $1,132,735 |
| Non-Discretionary | $61,666,998 | $1,468,262 |
| Total | $2,736,053,212 | $1,138,599 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Municipal Bonds | Available | Available |
| Corporate - Investment Grade | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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