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THE HERZFELD GROUP
HERZFELD GROUP INC
CRD 108552 · SEC 801-56951
1715 EAST BAY DRIVE, SUITE C, LARGO, FL, 33771, United States
Phone
7275870009
Fax
727-586-0100
Registration
— (—)
Source
State registered
Total AUM
$14.0M
Discretionary AUM
$14.0M
Team
1 total employees; 1 advisory reps
Clients
0
Fees
Percentage of AUM
Org form
Corporation
Filing date
2026-05-27
Disciplinary history
No
Services
Portfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 76 | $14.0M |
All web addresses on file
Official SEC filing: View on IAPD