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Charles Edward Herget

ASSET STRATEGY CONSULTANTS LLC·HUNT VALLEY, Maryland
Unclaimed Profile
SIX NORTH PARK DRIVE, HUNT VALLEY, MD 21030CRD# 243636Firm CRD# 110800
01

About

Charles Edward Herget is a registered financial advisor based in HUNT VALLEY, Maryland, affiliated with ASSET STRATEGY CONSULTANTS LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Wealth Management
Client Types
Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
ASSET STRATEGY CONSULTANTS LLC
ASSET STRATEGY CONSULTANTS LLC
AUM
$5.4B
Regulatory assets under management
Employees
20
Total firm employees
View all advisors at ASSET STRATEGY CONSULTANTS LLC →
Services
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Market timing services
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Other: ONE-TIME PROJECTS, WITH NEGOTIATED FEE
Regulatory
SEC/IARD CRD# 243636
Firm CRD# 110800
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Charles Edward Herget offer?
Charles Edward Herget specializes in Investment Management, Wealth Management. Contact their office in HUNT VALLEY, Maryland for a consultation.
What are Charles Edward Herget's credentials?
Charles Edward Herget is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Charles Edward Herget located?
Charles Edward Herget is based in HUNT VALLEY, Maryland, working with ASSET STRATEGY CONSULTANTS LLC. Their office serves clients in the HUNT VALLEY metropolitan area and surrounding communities.
How does Charles Edward Herget charge for services?
Charles Edward Herget's firm is compensated through percentage of aum, hourly charges, subscription fees, other: one-time projects, with negotiated fee. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is ASSET STRATEGY CONSULTANTS LLC?
ASSET STRATEGY CONSULTANTS LLC has approximately 20 employees and manages $5.4B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in HUNT VALLEY
Donald Bruce Hebb — ABS CAPITAL PARTNERS, INC.Calbraith Rodgers Wheaton — ABS CAPITAL PARTNERS, INC.Ivan Richard Junk — THE JUNK INVESTMENT GROUP, LLCCassandra Gene Junk — THE JUNK INVESTMENT GROUP, LLCGregory Robert Britton — CONNECTUS WEALTH, LLC
Nearby cities in Maryland
BETHESDA (414)BALTIMORE (405)CHEVY CHASE (181)ROCKVILLE (143)TOWSON (88)
City Guides
BETHESDA GuideBALTIMORE GuideCHEVY CHASE GuideROCKVILLE GuideTOWSON Guide
Research
Advisor Fees in MarylandNational Fee Analysis
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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
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