$527.6K Total AUM
$527.6K Disc. AUM
-- 3Y CAGR
1 Employees
12 ADV. Clients
18 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท Merrill Lynch
- Clients
- Retail
- Platforms
- --
- Established Date
- 01-22-2008
- Office Locations
- 1
Office Locations
-- Mayfield Heights OH
About Herrick Portfolio Management Co.
Herrick Portfolio Management Co. is an owner-led RIA in Mayfield Village, Ohio serving retail clients including business owners, entrepreneurs and athletes. The firm provides financial planning and portfolio construction, including risk management, insurance and charitable-giving planning. Portfolios are implemented primarily with ETFs and held at custodians such as Schwab and Merrill Lynch.
Team overview
-- AVG AGE
$527.6K AVG AUM / ADVISOR
$44.0K AVG AUM / CLIENT
18.5 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
18yrs Firm Age
Insights
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Asset Classes
Available
Client Personas
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Custodian
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Investment Themes
Available
Investment Vehicles
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Services
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Owner & Executives
BRUCE ALAN HERRICK
Chairman, Chief Compliance Officer, President
- CRD
- #244075
- Ownership
- 75% or more
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $527,594 | $193,375 |
| Non-Discretionary | $0 | -- |
| Total | $527,594 | $193,375 |
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Separately Managed Accounts
Total SMA Asset: Available
Cash:
Available Equity - Exchange:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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