THOMAS J. HERZFELD ADVISORS, INC.

MIAMI BEACH, Florida·3 registered advisors·CRD# 108369
SEC# 801-208660305-777-1660
01

Firm Overview

AUM
$727M
Regulatory assets under management
Employees
9
Total firm employees
Advisors
3
Registered representatives
02

Services & Fees

Advisory Services
Portfolio management (individuals)
Portfolio management (pooled investments)
Pension consulting
Selection of other advisers
Other
Compensation
Percentage of AUM
Performance-based fees
Other: CONSULTING FEES
03

Specialties

Investment ManagementRetirement PlanningWealth Management
04

Advisors at THOMAS J. HERZFELD ADVISORS, INC.

3 registered advisors
Cecilia Laura Gondor
MIAMI, Florida
Erik Mervin Herzfeld
MIAMI BEACH, Florida
Thomas Jay Herzfeld
MIAMI BEACH, Florida
05

Office Locations

MIAMI BEACH, Florida
2 advisors
MIAMI, Florida
1 advisor

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Data sourced from SEC Form ADV filings. THOMAS J. HERZFELD ADVISORS, INC. (CRD# 108369) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.