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Mary Linder Herrmann

HARVEY INVESTMENT COMPANY, LLC·LOUISVILLE, Kentucky
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297 NORTH HUBBARDS LANE, LOUISVILLE, KY 40207CRD# 4161367Firm CRD# 110482
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About

Mary Linder Herrmann is a registered financial advisor based in LOUISVILLE, Kentucky, affiliated with HARVEY INVESTMENT COMPANY, LLC. This profile is generated from public SEC and FINRA registration data.

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Focus Areas

Specialties
Investment Management
Wealth Management
Client Types
Individuals
03

Firm Overview

Firm
HARVEY INVESTMENT COMPANY, LLC
HARVEY INVESTMENT COMPANY, LLC
AUM
$913M
Regulatory assets under management
Employees
4
Total firm employees
Services
Portfolio management (individuals)
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 4161367
Firm CRD# 110482
4 disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Mary Linder Herrmann offer?
Mary Linder Herrmann specializes in Investment Management, Wealth Management. Contact their office in LOUISVILLE, Kentucky for a consultation.
What are Mary Linder Herrmann's credentials?
Mary Linder Herrmann is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Mary Linder Herrmann located?
Mary Linder Herrmann is based in LOUISVILLE, Kentucky, working with HARVEY INVESTMENT COMPANY, LLC. Their office serves clients in the LOUISVILLE metropolitan area and surrounding communities.
How does Mary Linder Herrmann charge for services?
Mary Linder Herrmann's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is HARVEY INVESTMENT COMPANY, LLC?
HARVEY INVESTMENT COMPANY, LLC has approximately 4 employees and manages $913M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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