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| Happy Holidays!! thanks for using AUM13F!! |
| Hergenroeder Financial Advisors Inc
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|---|---|
| CRD # | 121278 |
| SEC # | 801-80882 |
| CIK # | |
| AUM | $282.7 M (2025-03-05) |
| Employees | 7 (57% Investors, 71% Brokers) |
| Phone | 410-769-8262 |
| Address | 1954 Greenspring Drive Timonium, MD 21093 |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 344 | 123.7 |
| (b) Individuals (high net worth individuals) | 94 | 159.0 |
| (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 | 648 | 282.7 |
| By Discretionary | ||
| Discretionary | 648 | 282.7 |
| Non-Discretionary | 0 | 0.0 |
| Total | 648 | 282.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 282.7 | |
| Total | 648 | 282.7 |
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|---|---|---|
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Smith Brown & Groover Inc
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GA | 0.3 |
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ITS Asset Management LP
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Bradley Wealth LLC
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Douglas Capital Management Inc
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FL | 0.3 |
|
Joel Adams and Associates Inc
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NC | 0.3 |
|
RMW Advisors LLC
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TX | 0.3 |