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HERGENROEDER FINANCIAL ADVISORS, INC.
CRD 121278 · SEC 801-80882
1954 GREENSPRING DRIVE, SUITE 230, TIMONIUM, MD, 21093, United States
Phone
410-769-8262
Fax
410-769-8249
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$304.5M
Discretionary AUM
$304.5M
Team
6 total employees; 3 advisory reps
Clients
51-100
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-02-04
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 323 | $134.2M |
| High net worth individuals | 98 | $170.3M |
States served
AZ, DE, GA, LA, MD, NC, PA, SC, VA, WV, TX, NH, FL
All web addresses on file
Official SEC filing: View on IAPD