Unclaimed Profile

Gregory Allen Herr

PHAEACIAN PARTNERS LLC·EL SEGUNDO, California

Series 7, Series 63Clean record2 years registeredPHAEACIAN PARTNERS LLC

880 APOLLO STREET, EL SEGUNDO, CA 90245CRD# 2770459Firm CRD# 307899

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Gregory Allen Herr · EL SEGUNDO, CA

Registration

CRD #2770459 · PHAEACIAN PARTNERS LLC · 2 years registered

Brand Profile

Not yet started

Career History

FOCUS PARTNERS WEALTH, LLC

Jan 2026 – present

KOVITZ INVESTMENT GROUP PARTNERS, LLC

May 2024 – Dec 2024

CHICAGO, IL

NORTHCOAST ASSET MANAGEMENT LLC

May 2024 – Mar 2026

STAMFORD, CT

Registrations & Exams

FINRA examinations passed

Series 7

Series 63

Registration record

First registered · May 6, 2024

Years registered · 2

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

PHAEACIAN PARTNERS LLC

CRD 307899 · SEC 801-118387

AUM

$641M

Regulatory assets under management

Employees

4 client accounts

Services offered by PHAEACIAN PARTNERS LLC

Per Form ADV

Portfolio management (pooled investments)

Pension consulting

Selection of other advisers

Other

Client types served by the firm

Per Form ADV

Institutional Investors

Pension & Retirement Plans

View all advisors at PHAEACIAN PARTNERS LLC →

Introduction

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Frequently Asked Questions

What services does Gregory Allen Herr offer?

Gregory Allen Herr specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in EL SEGUNDO, California for a consultation.

What are Gregory Allen Herr's credentials?

Gregory Allen Herr is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Gregory Allen Herr located?

Gregory Allen Herr is based in EL SEGUNDO, California, working with PHAEACIAN PARTNERS LLC. Their office serves clients in the EL SEGUNDO metropolitan area and surrounding communities.

How does Gregory Allen Herr charge for services?

Gregory Allen Herr's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is PHAEACIAN PARTNERS LLC?

PHAEACIAN PARTNERS LLC has approximately 9 employees and manages $641M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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