Thomas J. Herzfeld Advisors, Inc.
Thomas J. Herzfeld Advisors, Inc. (CRD# 108369) is a financial advisory firm headquartered in Miami Beach, FL. They manage $726,869,853 in 280 accounts and serve the financial needs of clients across 9 states (or territories).
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Total Assets Under Management727MILLION
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Total Number of Accounts280ACCOUNTS
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Average Account Value$2,595,964
- A percentage of assets under your management
- Performance-based fees
- Other
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Other
AL, AZ, CA, CO, FL, IL, MI, NY, TX
Erik Herzfeld (CRD# 3121564) is an Investment Advisor Representative working at Thomas J. Herzfeld Advisors, Inc. in Miami, FL and has over 25 years of experience in the finance industry.
Alexander Knapp (CRD# 6074535) is an Investment Advisor Representative working at Thomas J. Herzfeld Advisors, Inc. in New York, NY and has over 11 years of experience in the finance industry.
Reanna Lee (CRD# 6117605) is an Investment Advisor Representative working at Thomas J. Herzfeld Advisors, Inc. in Miami Beach, FL and has over 11 years of experience in the finance industry.
Ryan Paylor (CRD# 6238165) is an Investment Advisor Representative working at Thomas J. Herzfeld Advisors, Inc. in Miami Beach, FL and has over 10 years of experience in the finance industry.