Unclaimed Profile

Shawn Michael Hertz

ADDISON ADVISORS, LLC·BOZEMAN, Montana

Clean recordADDISON ADVISORS, LLC

2407 W. MAIN STREET, BOZEMAN, MT 59718CRD# 1875185Firm CRD# 290072

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Shawn Michael Hertz · BOZEMAN, MT

Registration

CRD #1875185 · ADDISON ADVISORS, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Shawn Michael Hertz is a registered financial advisor based in BOZEMAN, Montana, affiliated with ADDISON ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Wealth Management

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

EQUILIBRIUM, LLC

AUM

—

Regulatory assets under management

Employees

Total firm employees

View all advisors at EQUILIBRIUM, LLC →

Services

Financial planning

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Background

Compensation

Percentage of AUM

Subscription fees

Regulatory

SEC/IARD CRD# 1875185

Firm CRD# 290072

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Shawn Michael Hertz offer?

Shawn Michael Hertz specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in BOZEMAN, Montana for a consultation.

What are Shawn Michael Hertz's credentials?

Shawn Michael Hertz is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Shawn Michael Hertz located?

Shawn Michael Hertz is based in BOZEMAN, Montana, working with ADDISON ADVISORS, LLC. Their office serves clients in the BOZEMAN metropolitan area and surrounding communities.

How does Shawn Michael Hertz charge for services?

Shawn Michael Hertz'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 ADDISON ADVISORS, LLC?

ADDISON ADVISORS, LLC has approximately 4 employees. The firm is registered with the SEC as an investment adviser.

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