Herrick Portfolio Management Company

Herrick Portfolio Management Company (CRD# 145095) is a financial advisory firm headquartered in , . They manage $7,886,865 in 67 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    8
    MILLION
  • Total Number of Accounts
    67
    ACCOUNTS
  • Average Account Value
    $117,714
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

OH

Financial Advisors at Herrick Portfolio Management Company
Showing 1 - 1 of 1 top financial advisors.
1
Bruce A. Herrick
CRD#: 244075
Shaker Heights, OH
63
Wealthminder
score

Bruce Herrick (CRD# 244075) is an Investment Advisor Representative working at Herrick Portfolio Management Company in Shaker Heights, OH and has over 31 years of experience in the finance industry.

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