The Herzfeld Group

The Herzfeld Group (CRD# 108552) is a financial advisory firm headquartered in Largo, FL. They manage $27,161,544 in 163 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    27
    MILLION
  • Total Number of Accounts
    163
    ACCOUNTS
  • Average Account Value
    $166,635
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • 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.

FL

Financial Advisors at The Herzfeld Group
Showing 1 - 1 of 1 top financial advisors.
1
Paul V. Herzfeld
CRD#: 1546642
1715 E. Bay Dr., Suite C, Largo, FL 33771
38
Wealthminder
score

Paul Herzfeld (CRD# 1546642) is an Investment Advisor Representative working at The Herzfeld Group in Largo, FL and has over 24 years of experience in the finance industry.

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