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Adam Dean Herrman

ALEGRIA ENERGY, LLC·KANSAS CITY, Missouri
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4622 PENNSYLVANIA AVE, KANSAS CITY, MO 64112CRD# 6589203Firm CRD# 281531
01

About

Adam Dean Herrman is a registered financial advisor based in KANSAS CITY, Missouri, affiliated with ALEGRIA ENERGY, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
03

Firm Overview

Firm
ALEGRIA ENERGY, LLC
ALEGRIA ENERGY, LLC
AUM
$177M
Regulatory assets under management
Employees
4
Total firm employees
View all advisors at ALEGRIA ENERGY, LLC →
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 6589203
Firm CRD# 281531
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Adam Dean Herrman offer?
Adam Dean Herrman specializes in Retirement Planning. Contact their office in KANSAS CITY, Missouri for a consultation.
What are Adam Dean Herrman's credentials?
Adam Dean Herrman is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Adam Dean Herrman located?
Adam Dean Herrman is based in KANSAS CITY, Missouri, working with ALEGRIA ENERGY, LLC. Their office serves clients in the KANSAS CITY metropolitan area and surrounding communities.
How does Adam Dean Herrman charge for services?
Adam Dean Herrman'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 ALEGRIA ENERGY, LLC?
ALEGRIA ENERGY, LLC has approximately 4 employees and manages $177M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at ALEGRIA ENERGY, LLC

Paul King Morris
KANSAS CITY, MO
Lawrence Russell Smith
KANSAS CITY, MO
Devon A Rolf
KANSAS CITY, MO
Robert Kent Green
KANSAS CITY, MO
Josef Carozza Loeffler
KANSAS CITY, MO

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Research
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