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Home > Retirement Planners > maryland > timonium > HERGENROEDER FINANCIAL ADVISORS, INC.
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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