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Paul Vincent Herzfeld

HERZFELD GROUP INC·LARGO, Florida
Series 24Series 7Series 63
Unclaimed Profile
1715 EAST BAY DRIVE, LARGO, FL 33771CRD# 1546642Firm CRD# 108552
01

About

Paul Vincent Herzfeld is a registered financial advisor based in LARGO, Florida, affiliated with HERZFELD GROUP INC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Fee-Only Advisory
Client Types
Individuals
03

Firm Overview

Firm
HERZFELD GROUP INC
THE HERZFELD GROUP
AUM
$34M
Regulatory assets under management
Employees
1
Total firm employees
View all advisors at HERZFELD GROUP INC →
Services
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 1546642
Firm CRD# 108552
1 disclosure on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Paul Vincent Herzfeld offer?
Paul Vincent Herzfeld specializes in Investment Management, Fee-Only Advisory. Contact their office in LARGO, Florida for a consultation.
What are Paul Vincent Herzfeld's credentials?
Paul Vincent Herzfeld is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Paul Vincent Herzfeld located?
Paul Vincent Herzfeld is based in LARGO, Florida, working with HERZFELD GROUP INC. Their office serves clients in the LARGO metropolitan area and surrounding communities.
How does Paul Vincent Herzfeld charge for services?
Paul Vincent Herzfeld's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is HERZFELD GROUP INC?
HERZFELD GROUP INC has approximately 1 employees and manages $34M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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City Guides
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Research
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