Herr Capital Management LLC

Herr Capital Management LLC (CRD# 122965) is a financial advisory firm headquartered in Chicago, IL. They manage $48,533,340 in 261 accounts and serve the financial needs of clients across 4 states (or territories).

Current Firm Details
10231 S. Western Avenue, Suite 1a, Chicago, IL 60643
https://www.linkedin.com/in/melissaosika-mba/
By the Numbers
  • Total Assets Under Management
    49
    MILLION
  • Total Number of Accounts
    261
    ACCOUNTS
  • Average Account Value
    $185,951
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

IL, IN, PA, TX

Financial Advisors at Herr Capital Management LLC
Showing 1 - 2 of 2 top financial advisors.
1
Terrence Herr, financial advisor Chicago IL
Terrence E. Herr
CRD#: 2565870
10231 S. Western Avenue, Suite 1a, Chicago, IL 60643

Terrence Herr (CRD# 2565870) is an Investment Advisor Representative working at Herr Capital Management LLC in Chicago, IL and has over 29 years of experience in the finance industry.

2
Melissa Osika, financial advisor Chicago IL
Melissa N. Osika
CRD#: 5249387
10231 S. Western Avenue, Suite 1a, Chicago, IL 60643

Melissa Osika (CRD# 5249387) is an Investment Advisor Representative working at Herr Capital Management LLC in Chicago, IL and has over 17 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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