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DOLLAR & SENSE
HERRICK-ROSE, INC.
CRD 129210
222 SOUTH STREET, SUITE 103, PITTSFIELD, MA, 01201, United States
Phone
413-448-9015
Fax
413-448-9054
Registration
— (—)
Source
State registered
Total AUM
—
Discretionary AUM
—
Team
2 total employees; 1 advisory reps; 45 broker-dealer reps
Clients
26-50
Fees
Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-03-29
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 45 | $0 |
Official SEC filing: View on IAPD