Herzog Financial Group, LLC

Herzog Financial Group, LLC (CRD# 174141) is a financial advisory firm headquartered in Saint Louis, MO. They manage $39,834,986 in 155 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
3636 S. Geyer Road, Suite 100, Saint Louis, MO 63127
http://www.herzogfinancialgroup.com
By the Numbers
  • Total Assets Under Management
    40
    MILLION
  • Total Number of Accounts
    155
    ACCOUNTS
  • Average Account Value
    $257,000
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

IL, MO

Financial Advisors at Herzog Financial Group, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Alexandra Heck, financial advisor Saint Louis MO
Alexandra T. Heck
CRD#: 5716401
3636 S. Geyer Road, Suite 100, Saint Louis, MO 63127

Alexandra Heck (CRD# 5716401) is an Investment Advisor Representative working at Herzog Financial Group, LLC in Saint Louis, MO and has over 12 years of experience in the finance industry.

2
Anne Herzog, financial advisor Saint Louis MO
Anne H. Herzog
CRD#: 1430905
3636 S. Geyer Road, Suite 100, Saint Louis, MO 63127

Anne Herzog (CRD# 1430905) is an Investment Advisor Representative working at Herzog Financial Group, LLC in Saint Louis, MO and has over 38 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.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals