Hergenroeder Financial Advisors, Inc.
Hergenroeder Financial Advisors, Inc. (CRD# 121278) is a financial advisory firm headquartered in Lutherville-Timonium, MD. They manage $248,020,736 in 658 accounts and serve the financial needs of clients across 12 states (or territories).
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Total Assets Under Management248MILLION
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Total Number of Accounts658ACCOUNTS
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Average Account Value$376,931
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
AZ, DE, FL, GA, MD, NC, NH, PA, SC, TX, VA, WV
Lisa Hergenroeder (CRD# 2390965) is an Investment Advisor Representative working at Hergenroeder Financial Advisors, Inc. in Lutherville-Timonium, MD and has over 30 years of experience in the finance industry.
Rebecca Hergenroeder (CRD# 2231927) is an Investment Advisor Representative working at Hergenroeder Financial Advisors, Inc. in Lutherville-Timonium, MD and has over 31 years of experience in the finance industry.
Jon Snyder (CRD# 6588517) is an Investment Advisor Representative working at Hergenroeder Financial Advisors, Inc. in Lutherville-Timonium, MD and has over 8 years of experience in the finance industry.
Kevin Kelly (CRD# 6997952) is an Investment Advisor Representative working at Hergenroeder Financial Advisors, Inc. in Lutherville-Timonium, MD and has over 5 years of experience in the finance industry.