The Herbst Group, LLC
The Herbst Group, LLC (CRD# 309319) is a financial advisory firm headquartered in , . They manage $206,643,296 in 315 accounts and serve the financial needs of clients across 5 states (or territories).
Current Firm Details
The Herbst Group, LLC
By the Numbers
-
Total Assets Under Management207MILLION
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Total Number of Accounts315ACCOUNTS
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Average Account Value$656,010
Compensation Options
- A percentage of assets under your management
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CT, FL, MT, NJ, NY
Financial Advisors at The Herbst Group, LLC
1
Donald Capelin (CRD# 1213464) is an Investment Advisor Representative working at The Herbst Group, LLC in New York, NY and has over 39 years of experience in the finance industry.
2
Brian Herbst (CRD# 5125974) is an Investment Advisor Representative working at The Herbst Group, LLC in Westfort, CT and has over 17 years of experience in the finance industry.
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