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Robert Joseph Herman

LOGIX INVESTMENTS LLC·CLEVELAND, Ohio
Unclaimed Profile
1801 EAST 9TH STREET, CLEVELAND, OH 44114CRD# 3132466Firm CRD# 288382
01

About

Robert Joseph Herman is a registered financial advisor based in CLEVELAND, Ohio, affiliated with LOGIX INVESTMENTS LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Wealth Management
Fee-Only Advisory
Client Types
Individuals
03

Firm Overview

Firm
LOGIX INVESTMENTS LLC
LOGIX INVESTMENTS LLC
AUM
$119M
Regulatory assets under management
Employees
7
Total firm employees
View all advisors at LOGIX INVESTMENTS LLC →
Services
Portfolio management (individuals)
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 3132466
Firm CRD# 288382
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Robert Joseph Herman offer?
Robert Joseph Herman specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in CLEVELAND, Ohio for a consultation.
What are Robert Joseph Herman's credentials?
Robert Joseph Herman is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Robert Joseph Herman located?
Robert Joseph Herman is based in CLEVELAND, Ohio, working with LOGIX INVESTMENTS LLC. Their office serves clients in the CLEVELAND metropolitan area and surrounding communities.
How does Robert Joseph Herman charge for services?
Robert Joseph Herman's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is LOGIX INVESTMENTS LLC?
LOGIX INVESTMENTS LLC has approximately 7 employees and manages $119M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Ohio
CINCINNATI (755)COLUMBUS (392)BEACHWOOD (138)DUBLIN (93)AKRON (70)
City Guides
CINCINNATI GuideCOLUMBUS GuideBEACHWOOD GuideDUBLIN GuideAKRON Guide
Research
Advisor Fees in OhioNational Fee Analysis
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