Herzog Financial Group, LLC

Herzog Financial Group, LLC (CRD# 174141) is a financial advisory firm headquartered in Saint Louis, MO. They manage $41,400,659 in 115 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    41
    MILLION
  • Total Number of Accounts
    115
    ACCOUNTS
  • Average Account Value
    $360,006
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)
  • Educational seminars/workshops
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.

MO

Financial Advisors at Herzog Financial Group, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Alexandra T. Heck
CRD#: 5716401
3636 S. Geyer Road, Suite 100, Saint Louis, MO 63127
93
Wealthminder
score

Alexandra Heck (CRD# 5716401) is an Investment Advisor Representative working at Herzog Financial Group, LLC in Saint Louis, MO and has over 6 years of experience in the finance industry.

2
Anne H. Herzog
CRD#: 1430905
3636 S. Geyer Road, Suite 100, Saint Louis, MO 63127
93
Wealthminder
score

Anne Herzog (CRD# 1430905) is an Investment Advisor Representative working at Herzog Financial Group, LLC in Saint Louis, MO and has over 32 years of experience in the finance industry.

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