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Christian Michelsen Herman

OCTOGONE NA, LLC·MIAMI, Florida
Unclaimed Profile
1395 BRICKELL AVENUE, MIAMI, FL 33131CRD# 2852579Firm CRD# 322478
01

About

Christian Michelsen Herman is a registered financial advisor based in MIAMI, Florida, affiliated with OCTOGONE NA, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Retirement Planning
Wealth Management
Client Types
Individuals
Pension & Retirement Plans
03

Firm Overview

Firm
OCTOGONE NA, LLC
OCTOGONE NA
AUM
$379M
Regulatory assets under management
Employees
9
Total firm employees
Services
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Other
04

Background

Compensation
Percentage of AUM
Subscription fees
Performance-based fees
Regulatory
SEC/IARD CRD# 2852579
Firm CRD# 322478
No disclosures on file
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05

Frequently Asked Questions

What services does Christian Michelsen Herman offer?
Christian Michelsen Herman specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in MIAMI, Florida for a consultation.
What are Christian Michelsen Herman's credentials?
Christian Michelsen Herman is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Christian Michelsen Herman located?
Christian Michelsen Herman is based in MIAMI, Florida, working with OCTOGONE NA, LLC. Their office serves clients in the MIAMI metropolitan area and surrounding communities.
How does Christian Michelsen Herman charge for services?
Christian Michelsen Herman's firm is compensated through percentage of aum, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is OCTOGONE NA, LLC?
OCTOGONE NA, LLC has approximately 9 employees and manages $379M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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