Unclaimed Profile

James Robert Herrick

TFO WEALTH PARTNERS, LLC·MAUMEE, Ohio

Clean recordTFO WEALTH PARTNERS, LLC

1440 ARROWHEAD DRIVE, MAUMEE, OH 43537CRD# 4952836Firm CRD# 124407

Profile Verification

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

Identity

James Robert Herrick · MAUMEE, OH

Registration

CRD #4952836 · TFO WEALTH PARTNERS, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

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.

Focus Areas

Specialties

Financial Planning

Investment Management

Wealth Management

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

TFO WEALTH PARTNERS, LLC

TFO WEALTH PARTNERS

AUM

$3.9B

Regulatory assets under management

Employees

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

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Regulatory

SEC/IARD CRD# 4952836

Firm CRD# 124407

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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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