The Herzfeld Group

The Herzfeld Group (CRD# 108552) is a financial advisory firm headquartered in Largo, FL. They manage $11,499,676 in 87 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
1715 East Bay Drive, Suite C, Largo, FL 33771
https://noflprobate.com
By the Numbers
  • Total Assets Under Management
    11
    MILLION
  • Total Number of Accounts
    87
    ACCOUNTS
  • Average Account Value
    $132,180
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
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 Herzfeld, financial advisor Largo FL
Paul V. Herzfeld
CRD#: 1546642
1715 E. Bay Dr., Suite C, Largo, FL 33771

Paul Herzfeld (CRD# 1546642) is an Investment Advisor Representative working at The Herzfeld Group in Largo, FL and has over 32 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.

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