Herrick Portfolio Management Co.
Herrick Portfolio Management Co. is an SEC-registered ria with $17.2M assets under management (AUM, regulatory AUM), -999% over one year. See who owns Herrick Portfolio Management Co.: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 145095, data through 2012-05-18.
- AUM (assets under management / regulatory AUM)
- $17.2M (2012-05-18)
- Firm type
- Ria
- CRD
- 145095
- Ownership
- BERNSTEIN, DANIEL, ADAM; HERRICK, BRUCE, ALAN; HERRICK, SCOTT, NMN
How much AUM does Herrick Portfolio Management Co. have?
Herrick Portfolio Management Co. reported $17.2M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2012-05-18).
Who owns Herrick Portfolio Management Co.?
Disclosed owners and executives of Herrick Portfolio Management Co. include BERNSTEIN, DANIEL, ADAM, HERRICK, BRUCE, ALAN, HERRICK, SCOTT, NMN. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.