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HERGES CAPITAL MANAGEMENT
HERGES CAPITAL MANAGEMENT LLC
CRD 288600
5478 RENAISSANCE AVENUE, SAN DIEGO, CA, 92122, United States
Phone
8583140150
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$25.9M
Discretionary AUM
$25.9M
Team
2 total employees; 2 advisory reps; 32 broker-dealer reps
Clients
0
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-01-23
Disciplinary history
No
Services
Portfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 25 | $5.2M |
| High net worth individuals | 7 | $20.8M |
All web addresses on file
Official SEC filing: View on IAPD