H
CRD: 116077
Hermens Capital Management, INC
Scottsdale, AZ
4802478828
$54.0M Total AUM
$54.0M Disc. AUM
-- 3Y CAGR
1 Employees
36 ADV. Clients
30 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 04-01-1996
- Office Locations
- 1
Office Locations
-- Scottsdale AZ
About Hermens Capital Management, INC
Hermens Capital Management, INC is a Scottsdale-based RIA. The firm has been operating for 30 years. Managing $54.0M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company. Services offered include Asset Management, Estate Planning, Financial Planning.
Team overview
-- AVG AGE
$54.0M AVG AUM / ADVISOR
$1.5M AVG AUM / CLIENT
30.2 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
30yrs Firm Age
Insights
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Asset Classes
Oak bridge Legacy
Investment Vehicles
Eagle
Services
Bridge Timber pathway Signal Unison vital Crest Pathway
Owner & Executives
P
PAUL HENRY HERMENS
President
- CRD
- #2178534
- Ownership
- 75% or more
(794) 405-1505
atlas.quantum@timbercapital.com
in linkedin.com/in/vertex-wave
A
Ann B. Hermens
Investor Relations, Secretary, Senior Vice President
- CRD
- --
- Ownership
- Less than 5%
(398) 542-5003
fusion.atlas@embercapital.com
in linkedin.com/in/momentum-insight
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $54,000,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $54,000,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $54,000,000
Equity - OTC:
32.6% Equity - Exchange:
18.7% Public Funds:
23.5% Cash:
25.2% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - OTC | $1,894,358,709 | 32.6% |
| Equity - Exchange | $1,086,641,345 | 18.7% |
| Public Funds | $1,365,565,327 | 23.5% |
| Cash | $1,464,350,903 | 25.2% |
| Total | $5,810,916,284 | 100.0% |