Herzfeld Thomas J Advisors Inc (Miami)

Name: Herzfeld Thomas J Advisors Inc
Address: 10491 Sw 97 Th Avenue, Miami, FL, 33176
Telephone: 305-271-1900

Herzfeld Thomas J Advisors Inc is a large advisory firm based in Miami. It manages $47.49 million of regulatory assets for 43 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Alabama, California, Florida, and 6 other states.

Herzfeld Thomas J Advisors provides portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, selection of other advisers, and market timing services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Herzfeld Thomas J Advisors: assets under management

The assets under management (AUM) of Herzfeld Thomas J Advisors Inc is $47.49 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 23% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $47.49 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $1.1 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Herzfeld Thomas J Advisors Inc for their services and products based on a percentage of assets under management, hourly charges, and subscription fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Herzfeld Thomas J Advisors Inc

Thomas Jay Herzfeld has been acting as President since 1 Feb 1984. Erik Mervin Herzfeld joined the executive team most recently as the Head Of Alternative Strategies.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Thomas Jay Herzfeld	President/secretary/treasurer/sole director	1 Feb 1984	75% - 100%	244419
Cecilia Laura Gondor	Executive vice president	1 Apr 1984	Other	1300593
Erik Mervin Herzfeld	Head of alternative strategies	1 Oct 2008	Other	3121564

Based in Miami

The principal office where Herzfeld Thomas J Advisors Inc performs its advisory services is located at 10491 Sw 97 Th Avenue, Miami, FL 33176 The mailing address of the firm is P.O. Box 161465, Miami, FL 33116. The firm also has an office outside of the United States.

You can reach the main office by calling the phone number 305-271-1900 or by fax 305-270-1040. The normal business hours are 9:00am - 5:00pm on Monday - Friday. You can find more information about the New York firm at herzfeld.com.