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Jerry Raymond Herman

VALOR CAPITAL MANAGEMENT, LLC·WESTLAKE, Ohio
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30400 DETROIT ROAD,, WESTLAKE, OH 44145CRD# 2011620Firm CRD# 291213
01

About

Jerry Raymond Herman is a registered financial advisor based in WESTLAKE, Ohio, affiliated with VALOR CAPITAL MANAGEMENT, 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
VALOR CAPITAL MANAGEMENT, LLC
VALOR CAPITAL MANAGEMENT, LLC
AUM
$893M
Regulatory assets under management
Employees
38
Total firm employees
View all advisors at VALOR CAPITAL MANAGEMENT, LLC →
Services
Portfolio management (individuals)
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 2011620
Firm CRD# 291213
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Jerry Raymond Herman offer?
Jerry Raymond Herman specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in WESTLAKE, Ohio for a consultation.
What are Jerry Raymond Herman's credentials?
Jerry Raymond Herman is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jerry Raymond Herman located?
Jerry Raymond Herman is based in WESTLAKE, Ohio, working with VALOR CAPITAL MANAGEMENT, LLC. Their office serves clients in the WESTLAKE metropolitan area and surrounding communities.
How does Jerry Raymond Herman charge for services?
Jerry Raymond 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 VALOR CAPITAL MANAGEMENT, LLC?
VALOR CAPITAL MANAGEMENT, LLC has approximately 38 employees and manages $893M 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
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Research
Advisor Fees in OhioNational Fee Analysis
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