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James Robert Herrick

TFO WEALTH PARTNERS, LLC·MAUMEE, Ohio
Unclaimed Profile
1440 ARROWHEAD DRIVE, MAUMEE, OH 43537CRD# 4952836Firm CRD# 124407
01

About

James Robert Herrick is a registered financial advisor based in MAUMEE, Ohio, affiliated with TFO WEALTH PARTNERS, 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
TFO WEALTH PARTNERS, LLC
TFO WEALTH PARTNERS
AUM
$3.9B
Regulatory assets under management
Employees
65
Total firm employees
View all advisors at TFO WEALTH PARTNERS, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Other
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 4952836
Firm CRD# 124407
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does James Robert Herrick offer?
James Robert Herrick specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in MAUMEE, Ohio for a consultation.
What are James Robert Herrick's credentials?
James Robert Herrick is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is James Robert Herrick located?
James Robert Herrick is based in MAUMEE, Ohio, working with TFO WEALTH PARTNERS, LLC. Their office serves clients in the MAUMEE metropolitan area and surrounding communities.
How does James Robert Herrick charge for services?
James Robert Herrick's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is TFO WEALTH PARTNERS, LLC?
TFO WEALTH PARTNERS, LLC has approximately 65 employees and manages $3.9B 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)CLEVELAND (395)COLUMBUS (392)BEACHWOOD (138)DUBLIN (93)
City Guides
CINCINNATI GuideCLEVELAND GuideCOLUMBUS GuideBEACHWOOD GuideDUBLIN Guide
Research
Advisor Fees in OhioNational Fee Analysis
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