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HERR CAPITAL MANAGEMENT LLC

CRD 122965

Visit website

10231 S. WESTERN AVENUE, SUITE 1A, CHICAGO, IL, 60643, United States

Phone

312-697-1600

Fax

312-697-1601

Registration

— (—)

Source

State registered

Total AUM

$79.3M

Discretionary AUM

$66.6M

Team

2 total employees; 2 advisory reps

Clients

1-10

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Limited Liability Company

Filing date

2026-02-27

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Pension consultingEducational seminarsCONSULTING

Client types

TypeClientsAUM
Individuals76$21.2M
High net worth individuals36$51.3M
Pension/profit sharing plans5$6.8M

All web addresses on file

Official SEC filing: View on IAPD