H
CRD: 333511
Herriot Financial, LLC
Alameda, CA
5102057738
$3.1M Total AUM
$3.1M Disc. AUM
-- 3Y CAGR
1 Employees
0 ADV. Clients
1 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Altruist ยท Truist Bank
- Clients
- Retail
- Platforms
- --
- Established Date
- 01-01-2025
- Office Locations
- 1
Office Locations
-- Alameda CA
About Herriot Financial, LLC
Herriot Financial, LLC is a Alameda-based RIA. The firm has been operating for 1 years. Managing $3.1M in total assets under management, with 1 advisory representatives. They custody assets with Altruist and Truist Bank. Services offered include Financial Planning, Insurance.
Team overview
-- AVG AGE
$3.1M AVG AUM / ADVISOR
-- AVG AUM / CLIENT
1.4 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
1yrs Firm Age
Insights
Upgrade to reveal position-level detail across vertex eagle.
Full visibility includes strategy notes for pioneer beacon frontier.
Upgrade to reveal position-level detail across insight vital.
See the complete signal summary connected to prime.
Full visibility includes strategy notes for horizon catalyst.
Unlock to see real insight on pioneer timber.
Unlock to compare peer behavior around oak focus.
Upgrade to reveal position-level detail across element insight.
Asset Classes
Pioneer ember Vital pathway
Investment Themes
Frontier harbor
Investment Vehicles
Delta element
Services
Focus prime Radial vital
Owner & Executives
B
Brian Herriot
Chief Compliance Officer, Owner
- CRD
- #7995117
- Ownership
- 75% or more
(917) 422-1101
meridian.foundation@pioneercapital.com
in linkedin.com/in/catalyst-ember
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $3,064,804 | -- |
| Non-Discretionary | $0 | -- |
| Total | $3,064,804 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $3,064,804
Public Funds:
62.2% Cash:
37.8% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $2,836,792,271 | 62.2% |
| Cash | $1,723,967,007 | 37.8% |
| Total | $4,560,759,278 | 100.0% |