CRD: 174141
Herzog Financial Group, LLC
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- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail
- Platforms
- Matrix capital
- Established Date
- 01-26-2015
- Office Locations
- 1
Office Locations
About Herzog Financial Group, LLC
Herzog Financial Group, LLC is a St. Louis, MO fee-only, independent RIA providing comprehensive wealth management and financial planning, including hourly counsel and second-opinion engagements. The team serves individuals and families, business owners, professionals/executives, and retirees, emphasizing a multigenerational, multidisciplinary planning approach. Portfolios commonly use ETFs and public funds, with an active, asset-allocation and risk-management orientation; custody includes firms such as Schwab and Fidelity/NFS.
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Owner & Executives
ALEXANDRA TAYLOR HECK
Chief Compliance Officer, Financial Advisor, General Partner
- CRD
- #5716401
- Ownership
- Less than 5%
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $42,868,026 | -- |
| Non-Discretionary | $5,397,011 | -- |
| Total | $48,265,037 | -- |
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Separately Managed Accounts
Total SMA Asset: $48,265,037
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $2,003,705,877 | 25.8% |
| U.S. Government/Agency | $2,601,711,119 | 33.5% |
| Cash | $675,668,261 | 8.7% |
| Municipal Bonds | $2,485,216,592 | 32.0% |
| Total | $7,766,301,849 | 100.0% |