$14.0M Total AUM
$14.0M Disc. AUM
-- 3Y CAGR
1 Employees
76 ADV. Clients
33 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท TD Ameritrade
- Clients
- Retail
- Platforms
- --
- Established Date
- 10-28-1992
- Office Locations
- 1
Office Locations
1715 E. BAY Dr. Suite C Largo FL
About THE Herzfeld Group
THE Herzfeld Group is a Largo-based RIA. The firm has been operating for 33 years. Managing $14.0M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company and TD Ameritrade.
Team overview
-- AVG AGE
$14.0M AVG AUM / ADVISOR
$184.8K AVG AUM / CLIENT
33.8 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
33yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
PAUL VINCENT HERZFELD
Chief Compliance Officer, Chief Financial Officer, Chief Legal Officer, Chief Operations Officer, Owner, President
- CRD
- #1546642
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $14,048,087 | $118,578 |
| Non-Discretionary | $0 | -- |
| Total | $14,048,087 | $118,578 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available Corporate - Investment Grade:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Total | Available | Available |
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