Herold Advisors, Inc.
Herold Advisors, Inc. is an SEC-registered mass-market adviser in New York, NY with $540.2M assets under management (AUM, regulatory AUM), +10% over one year. See who owns Herold Advisors, Inc.: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 105090, SEC 801-11216, data through 2026-04-07.
- AUM (assets under management / regulatory AUM)
- $540.2M (2026-04-07)
- Firm type
- Mass-Market Adviser
- Location
- New York, NY
- Employees
- 9
- Clients
- 563
- CRD
- 105090
- Ownership
- HEROLD, TRESSA; HEROLD, LAWRENCE, STEPHEN; HEROLD, BERNARD; ALCOSSER, ALBERT; HEROLD, PAULA, MARGARET
How much AUM does Herold Advisors, Inc. have?
Herold Advisors, Inc. reported $540.2M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-04-07).
Who owns Herold Advisors, Inc.?
Disclosed owners and executives of Herold Advisors, Inc. include HEROLD, TRESSA, HEROLD, LAWRENCE, STEPHEN, HEROLD, BERNARD, ALCOSSER, ALBERT, HEROLD, PAULA, MARGARET. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.