Hergenroeder Financial Advisors, Inc.
● SEC registered since 2015CRD 121278SEC# 801-80882Timonium, MD
Reg. AUM
$304.5M
Employees
6
Accounts
624
Location
Timonium, MD
Hergenroeder Financial Advisors, Inc. assets under management
Hergenroeder Financial Advisors, Inc. operates as an SEC-registered investment adviser based in Timonium, MD. The firm has been registered since 2015. It reports $304.5 million in regulatory assets under management and employs 6 people.
Hergenroeder Financial Advisors, Inc. owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Lisa Ann Hergenroeder Control | Vice President | 25-50% | 2005 |
| Rebecca Marie Hergenroeder Control | President And Chief Compliance Officer | 50-75% | 1999 |
Frequently asked questions
How much does Hergenroeder Financial Advisors, Inc. manage?
Hergenroeder Financial Advisors, Inc. reports $304.5 million in regulatory assets under management on its Form ADV.
How many employees does Hergenroeder Financial Advisors, Inc. have?
Hergenroeder Financial Advisors, Inc. reports 6 employees.
Where is Hergenroeder Financial Advisors, Inc. located?
Hergenroeder Financial Advisors, Inc. is based in Timonium, MD and has been SEC-registered since 2015.
Does Hergenroeder Financial Advisors, Inc. disclose fund performance?
Hergenroeder Financial Advisors, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 1954 Greenspring Drive, Suite 230, Timonium, MD 21093 |
| Phone | 410-769-8262 |
| Fax | 410-769-8249 |
| Office hours | 9:30a.m.-5:00p.m. |
| SEC region | Philadelphia Regional Office (PLRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$304.5M▲ 8%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 62%
Larger than 38% of 16,271 advisers
EmployeesTop 56%
More than 44% of 16,825 advisers
Assets under management
$304.5Mregulatory AUM
Discretionary $304.5M