HERGENROEDER FINANCIAL ADVISORS, INC.

TIMONIUM, Maryland·2 registered advisors·CRD# 121278
SEC# 801-808820410-769-8262
01

Firm Overview

AUM
$248M
Regulatory assets under management
Employees
7
Total firm employees
Advisors
2
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment ManagementWealth Management
04

Advisors at HERGENROEDER FINANCIAL ADVISORS, INC.

2 registered advisors
Lisa Ann Hergenroeder
TIMONIUM, Maryland
Rebecca Marie Hergenroeder
TIMONIUM, Maryland
05

Office Locations

TIMONIUM, Maryland
2 advisors

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Data sourced from SEC Form ADV filings. HERGENROEDER FINANCIAL ADVISORS, INC. (CRD# 121278) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.