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| Abner Herrman & Brock LLC
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|---|---|
| CRD # | 8517 |
| SEC # | 801-17402 |
| CIK # | 0001038661 |
| AUM | $2.7 B (2026-06-09) |
| Employees | 13 (38% Investors, 0% Brokers) |
| Phone | 201-484-2000 |
| Address | 185 Hudson Street Jersey City, NJ 07311 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] |
| Total AUM ($B) |
|---|
| CIK | Period |
|---|---|
| 0001038661 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Palantir Technologies Inc | 3.8 | ||
| Lockheed Martin Corp | 3.4 | ||
| Amgen Inc | 3.0 | ||
| Deere & Co | 2.0 | ||
| Allstate Corp | 1.6 | ||
| PepsiCo Inc | 1.4 | ||
| Broadcom Inc | 1.4 | ||
| Alphabet Inc | 1.3 | ||
| Procter & Gamble Co | 1.2 | ||
| Travelers Companies Inc | 1.0 | ||
| Goldman Sachs Group Inc | 0.9 | ||
| Eaton Corp Ltd | 0.9 | ||
| Air Products & Chemicals Inc /DE/ | 0.8 | ||
| Citizens Financial Group Inc/Ri | 0.7 | ||
| Phillips 66 | 0.7 | ||
| Energy Transfer Equity LP | 0.7 | ||
| AbbVie Inc | 0.6 | ||
| Cisco Systems Inc | 0.6 | ||
| Realty Income Corp | 0.6 | ||
| 3M Co | 0.6 | ||
| Edwards Lifesciences Corp | 0.6 | ||
| Bristol Myers Squibb Co | 0.6 | ||
| Costco Wholesale Corp /NEW | 0.5 | ||
| Hartford Financial Services Group Inc/DE | 0.5 | ||
| Torchmark Corp | 0.5 | ||
| Old Republic International Corp | 0.5 | ||
| Novartis AG | 0.5 | ||
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| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 5 | 0.0 |
| (b) Individuals (high net worth individuals) | 2,246 | 2.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 16 | 0.0 |
| (h) Charitable organizations | 54 | 0.1 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 82 | 0.2 |
| (n) Other | 0 | 0.0 |
| Total | 2,403 | 2.7 |
| By Discretionary | ||
| Discretionary | 2,361 | 2.7 |
| Non-Discretionary | 42 | 0.1 |
| Total | 2,403 | 2.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 2.7 | |
| Total | 2,403 | 2.7 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001038661] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Expand Financial LLC
✚
|
2.8 | |
|
Baystate Wealth Management LLC
✚
|
KS | 2.8 |
|
Barwick & Partners Inc
✚
|
2.8 | |
|
Stegner Investment Associates Inc
✚
|
KY | 2.8 |
|
Guardian Wealth Advisors LLC
✚
|
MN | 2.7 |
|
Dearborn Partners LLC
✚
|
IL | 2.7 |
|
CFS Investment Advisory Services LLC
✚
|
NJ | 2.7 |
|
RTD Financial Advisors Inc
✚
|
PA | 2.7 |
|
Giverny Capital Inc
✚
|
2.7 | |
|
Sagewood Asset Management LP
✚
|
NY | 2.7 |