Hergenroeder Financial Advisors, Inc.
Hergenroeder Financial Advisors, Inc. is an SEC-registered mass-market adviser in Timonium, MD with $304.5M assets under management (AUM, regulatory AUM), +23% over one year. See who owns Hergenroeder Financial Advisors, Inc.: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 121278, SEC 801-80882, data through 2026-02-04.
- AUM (assets under management / regulatory AUM)
- $304.5M (2026-02-04)
- Firm type
- Mass-Market Adviser
- Location
- Timonium, MD
- Employees
- 6
- Clients
- 421
- CRD
- 121278
- Ownership
- HERGENROEDER, REBECCA, MARIE; HERGENROEDER, LISA, ANN
How much AUM does Hergenroeder Financial Advisors, Inc. have?
Hergenroeder Financial Advisors, Inc. reported $304.5M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-02-04).
Who owns Hergenroeder Financial Advisors, Inc.?
Disclosed owners and executives of Hergenroeder Financial Advisors, Inc. include HERGENROEDER, REBECCA, MARIE, HERGENROEDER, LISA, ANN. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.