Herr Capital Management LLC
Herr Capital Management LLC (CRD# 122965) is a financial advisory firm headquartered in Chicago, IL. They manage $16,680,000 in 140 accounts and serve the financial needs of clients across 2 states (or territories).
Total Assets Under Management17MILLION
Total Number of Accounts140ACCOUNTS
Average Account Value$119,143
- 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
- Selection of other advisers (including private fund managers)
Terrence Herr (CRD# 2565870) is an Investment Advisor Representative working at Herr Capital Management LLC in Chicago, IL and has over 23 years of experience in the finance industry. Terrence Herr has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Melissa Osika (CRD# 5249387) is an Investment Advisor Representative working at Herr Capital Management LLC in Chicago, IL and has over 11 years of experience in the finance industry.