Herzfeld Investment Management LLC
Herzfeld Investment Management LLC (CRD# 136000) is a financial advisory firm headquartered in Arcadia, CA. They manage $1,860,000 in 36 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management2MILLION
Total Number of Accounts36ACCOUNTS
Average Account Value$51,667
- 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
Victor Herzfeld (CRD# 1894371) is an Investment Advisor Representative working at Herzfeld Investment Management LLC in Arcadia, CA and has over 23 years of experience in the finance industry.