← Back to searchVisit website
HERZOG FINANCIAL GROUP, LLC
CRD 174141
3636 S. GEYER ROAD, SUITE 100, SAINT LOUIS, MO, 63127, United States
Phone
314-548-6067
Fax
314-548-6067
Registration
— (—)
Source
State registered
Total AUM
$48.3M
Discretionary AUM
$42.9M
Team
1 total employees; 1 advisory reps; 23 broker-dealer reps
Clients
11-25
Fees
Percentage of AUM; Hourly charges
Org form
Limited Liability Company
Filing date
2026-02-19
Disciplinary history
Yes
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 49 | $7.8M |
| High net worth individuals | 38 | $40.5M |
All web addresses on file
Official SEC filing: View on IAPD