Thomas J. Herzfeld Advisors, Inc.

Thomas J. Herzfeld Advisors, Inc. (CRD# 108369) is a financial advisory firm headquartered in Miami Beach, FL. They manage $639,975,511 in 307 accounts and serve the financial needs of clients across 8 states (or territories).

Current Firm Details
119 Washington Avenue, Suite 504, Miami Beach, FL 33139
https://www.herzfeldjapan.com/
By the Numbers
  • Total Assets Under Management
    640
    MILLION
  • Total Number of Accounts
    307
    ACCOUNTS
  • Average Account Value
    $2,084,611
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
  • Other
Advisory Services Offered
  • 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
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.

AZ, CA, CO, FL, IL, MI, NY, TX

Financial Advisors at Thomas J. Herzfeld Advisors, Inc.
Showing 1 - 4 of 4 top financial advisors.
1
Erik Herzfeld, financial advisor Miami FL
Erik M. Herzfeld
CRD#: 3121564
10491 Sw 97th Avenue, Miami, FL 33176

Erik Herzfeld (CRD# 3121564) is an Investment Advisor Representative working at Thomas J. Herzfeld Advisors, Inc. in Miami, FL and has over 24 years of experience in the finance industry.

2
Alexander Knapp, financial advisor New York NY
Alexander N. Knapp
CRD#: 6074535
New York, NY

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.

3
Reanna Lee, financial advisor Miami Beach FL
Reanna J. Lee
CRD#: 6117605
119 Washington Avenue, Suite 504, Miami Beach, FL 33139

Reanna Lee (CRD# 6117605) 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.

4
Ryan Paylor, financial advisor Miami Beach FL
Ryan M. Paylor
CRD#: 6238165
119 Washington Avenue, Suite 504, Miami Beach, FL 33139

Ryan Paylor (CRD# 6238165) is an Investment Advisor Representative working at Thomas J. Herzfeld Advisors, Inc. in Miami Beach, FL and has over 9 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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