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THE HERBST GROUP, LLC
CRD 309319 · SEC 801-118872
MT, United States
Phone
(212) 488-1701
Fax
(212) 488-1701
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$204.8M
Discretionary AUM
$204.8M
Team
7 total employees; 4 advisory reps
Clients
0
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-03-20
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 144 | $30.1M |
| High net worth individuals | 46 | $165.7M |
States served
MT, NJ, NY, TX, CT, FL
All web addresses on file
Official SEC filing: View on IAPD