Unclaimed Profile

David Walter Herzberg

GRAMERCY FUNDS MANAGEMENT LLC·GREENWICH, Connecticut

Clean recordGRAMERCY FUNDS MANAGEMENT LLC

20 DAYTON AVENUE, GREENWICH, CT 06830CRD# 2950623Firm CRD# 152209

Profile Verification

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

Identity

David Walter Herzberg · GREENWICH, CT

Registration

CRD #2950623 · GRAMERCY FUNDS MANAGEMENT LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

David Walter Herzberg is a registered financial advisor based in GREENWICH, Connecticut, affiliated with GRAMERCY FUNDS MANAGEMENT LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Retirement Planning

Wealth Management

Client Types

Pension & Retirement Plans

Introduction

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Firm Overview

Firm

GRAMERCY FUNDS MANAGEMENT LLC

AUM

$7.1B

Regulatory assets under management

Employees

Total firm employees

View all advisors at GRAMERCY FUNDS MANAGEMENT LLC →

Services

Pension consulting

Selection of other advisers

Background

Compensation

Percentage of AUM

Performance-based fees

Regulatory

SEC/IARD CRD# 2950623

Firm CRD# 152209

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does David Walter Herzberg offer?

David Walter Herzberg specializes in Retirement Planning, Wealth Management. Contact their office in GREENWICH, Connecticut for a consultation.

What are David Walter Herzberg's credentials?

David Walter Herzberg is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is David Walter Herzberg located?

David Walter Herzberg is based in GREENWICH, Connecticut, working with GRAMERCY FUNDS MANAGEMENT LLC. Their office serves clients in the GREENWICH metropolitan area and surrounding communities.

How does David Walter Herzberg charge for services?

David Walter Herzberg'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 GRAMERCY FUNDS MANAGEMENT LLC?

GRAMERCY FUNDS MANAGEMENT LLC has approximately 60 employees and manages $7.1B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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