Herold Advisors, Inc., NY — Investment Adviser | BuildTrust

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HEROLD ADVISORS, INC.

Investment AdviceNEW YORK, NY

Assets Under Management

$489.7M

Total AUM

Donut chart: Discretionary 489.7M
Category	Value
Discretionary	489.7M

Adviser Information

Field	Value
CRD Number	105090
SEC Number	801-11216
Street Address	845 THIRD AVENE SUITE 1703
Location	NEW YORK, NY 10022-7513
Country	United States
Phone	212-371-3950
Fax	212-758-4967
Total Employees	9
Business Types	broker_dealer, insurance_broker

Client Count by Type (523 Total)

Horizontal bar chart: Individuals (other than H… 416, High Net Worth Individual… 102, Pension/Profit Sharing Pl… 3, Corporations/Businesses 2
Category	Value
Individuals (other than H…	416
High Net Worth Individual…	102
Pension/Profit Sharing Pl…	3
Corporations/Businesses	2