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 | |
| $194,796,322,013 | 93301 | 411 | |
| $190,960,333,268 | 377 | 657 |
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