Herr Investment Group LLC

Herr Investment Group LLC (CRD# 315227) is a financial advisory firm headquartered in , . They manage $747,598,094 in 174 accounts and serve the financial needs of clients across 6 states (or territories).

Current Firm Details
https://www.herrinvest.com
By the Numbers
  • Total Assets Under Management
    748
    MILLION
  • Total Number of Accounts
    174
    ACCOUNTS
  • Average Account Value
    $4,296,541
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, FL, IL, MI, NH, TX

Financial Advisors at Herr Investment Group LLC
Showing 1 - 3 of 3 top financial advisors.
1
Daniel Herr, financial advisor Austin TX
Daniel D. Herr
CRD#: 3101321
Austin, TX

Daniel Herr (CRD# 3101321) is an Investment Advisor Representative working at Herr Investment Group LLC in Austin, TX and has over 19 years of experience in the finance industry.

2
Cary Kornick, financial advisor Round Lake IL
Cary S. Kornick
CRD#: 3086139
Round Lake, IL

Cary Kornick (CRD# 3086139) is an Investment Advisor Representative working at Herr Investment Group LLC in Round Lake, IL and has over 25 years of experience in the finance industry.

3
Matthew Okkerse, financial advisor Commerce Township MI
Matthew A. Okkerse
CRD#: 7543279
Commerce Township, MI

Matthew Okkerse (CRD# 7543279) is an Investment Advisor Representative working at Herr Investment Group LLC in Commerce Township, MI and has 1 year 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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