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).

By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
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
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.


Financial Advisors at Herzfeld Investment Management LLC
Showing 1 - 1 of 1 top financial advisors.
Victor A. Herzfeld
CRD#: 1894371
Arcadia, CA

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.

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