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| Hergenroeder Financial Advisors Inc
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|---|---|
| CRD # | 121278 |
| SEC # | 801-80882 |
| CIK # | |
| AUM | 304.5 M (2026-02-04) |
| Employees | 6 (50% Investors, 67% Brokers) |
| Phone | 410-769-8262 |
| Address | 1954 Greenspring Drive Timonium, MD 21093 |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 323 | 134.2 |
| (b) Individuals (high net worth individuals) | 98 | 170.3 |
| (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 | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (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 | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 624 | 304.5 |
| By Discretionary | ||
| Discretionary | 624 | 304.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 624 | 304.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 304.5 | |
| Total | 624 | 304.5 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Total Solutions Enterprise LLC
✚
|
NC | 305.0 M |
|
Old Slip Registered Investment Advisors LLC
✚
|
NY | 305.0 M |
|
Broadview Wealth Partners LLC
✚
|
CO | 304.7 M |
|
Black Cypress Capital Management LLC
✚
|
304.6 M | |
|
Future Finances Inc
✚
|
OH | 304.6 M |
|
Nautilus Advisors LLC
✚
|
CA | 304.3 M |
|
Vestment Financial LLC
✚
|
MN | 304.3 M |
|
Oakwood Capital Inc
✚
|
MN | 304.2 M |
|
Wise Wealth LLC
✚
|
MO | 304.2 M |
|
Thryve Wealth Management LLC
✚
|
CA | 304.0 M |