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Shawn Michael Hertz

ADDISON ADVISORS, LLC·BOZEMAN, Montana
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2407 W. MAIN STREET, BOZEMAN, MT 59718CRD# 1875185Firm CRD# 290072
01

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.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
EQUILIBRIUM, LLC
EQUILIBRIUM, LLC
AUM
—
Regulatory assets under management
Employees
4
Total firm employees
View all advisors at EQUILIBRIUM, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 1875185
Firm CRD# 290072
No disclosures on file
View on FINRA BrokerCheck →

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05

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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Nearby cities in Montana
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City Guides
BILLINGS GuideGREAT FALLS GuideMISSOULA GuideWHITEFISH GuideHELENA Guide
Research
Advisor Fees in MontanaNational Fee Analysis
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