HERGENROEDER FINANCIAL ADVISORS, INC.

1954 Greenspring Drive
Suite 230
Timonium, Maryland 21093
Tel: 410-769-8262

About HERGENROEDER FINANCIAL ADVISORS, INC.

HERGENROEDER FINANCIAL ADVISORS, INC, formally registered with the SEC as HERGENROEDER FINANCIAL ADVISORS, INC. The firm was established in 01/26/2015. They have over 1 offices throughout the country.

HERGENROEDER FINANCIAL ADVISORS, INC. is a Timonium, Maryland based Financial Planning firm with nearly $282,693,589 assets under management, offering retirement planning & investment advisory services to 648 clients. The firm is staffed with 7 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	121278
SEC#	801-80882
Assets Managed by Firm	$282,693,589
No. of Clients	648
No. of Advisors	7

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients

Firm Client Information

	No. of Clients	AUM
Firm Total	648	$282,693,589
Individuals (other than high net worth individuals)	344	$123,700,354
High net worth individuals	94	$158,993,235

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