3435 Winchester Road
Suite 102
Allentown, Pennsylvania 18104
Tel: 484-509-1136
HERBEIN FINANCIAL GROUP, LLC, formally registered with the SEC as HERBEIN FINANCIAL GROUP, LLC. The firm was established in 08/23/2022. They have over 2 offices throughout the country.
HERBEIN FINANCIAL GROUP, LLC is a Allentown, Pennsylvania based Financial Planning firm with nearly $0 assets under management, offering retirement planning & investment advisory services to 0 clients. The firm is staffed with 2 experienced financial planners.
SEC Current Status | Approved |
---|---|
Firm CRD# | 322194 |
SEC# | 801-126422 |
Assets Managed by Firm | $0 |
No. of Clients | 0 |
No. of Advisors | 2 |
No. of Clients | AUM |
---|
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$7,909,760,294,676 | 209 | 980 | |
$501,645,588,245 | 80 | 101 | |
$432,749,681,046 | 153 | 262 | |
$333,066,527,268 | 804462 | 2107 | |
$194,796,322,013 | 93301 | 411 |
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