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Nathan Jay Hersch

FUNDAMENTAL ADVISORS LP·NEW YORK, New York
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745 FIFTH AVE, NEW YORK, NY 10151CRD# 2719455Firm CRD# 157899
01

About

Nathan Jay Hersch is a registered financial advisor based in NEW YORK, New York, affiliated with FUNDAMENTAL ADVISORS LP. 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
FUNDAMENTAL ADVISORS LP
FUNDAMENTAL ADVISORS LP
AUM
$4.0B
Regulatory assets under management
Employees
38
Total firm employees
View all advisors at FUNDAMENTAL ADVISORS LP →
Services
Pension consulting
Other
04

Background

Compensation
Percentage of AUM
Performance-based fees
Other: REFER TO DISCUSSION OF OTHER FEES IN ITEM 5 OF FORM ADV PART 2A
Regulatory
SEC/IARD CRD# 2719455
Firm CRD# 157899
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Nathan Jay Hersch offer?
Nathan Jay Hersch specializes in Retirement Planning. Contact their office in NEW YORK, New York for a consultation.
What are Nathan Jay Hersch's credentials?
Nathan Jay Hersch is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Nathan Jay Hersch located?
Nathan Jay Hersch is based in NEW YORK, New York, working with FUNDAMENTAL ADVISORS LP. Their office serves clients in the NEW YORK metropolitan area and surrounding communities.
How does Nathan Jay Hersch charge for services?
Nathan Jay Hersch's firm is compensated through percentage of aum, performance-based fees, other: refer to discussion of other fees in item 5 of form adv part 2a. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is FUNDAMENTAL ADVISORS LP?
FUNDAMENTAL ADVISORS LP has approximately 38 employees and manages $4.0B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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