Investment adviser · CRD 134927
HERMENING FINANCIAL GROUP LLC
Investment adviser filing (IA)
HERMENING ADVISORY SERVICES LLC
WAUSAU, WI, United States · Form ADV filed Apr 12, 2018
- Regulatory AUM
- $105M Form ADV · Item 5.F
- Client accounts
- 766 Accounts, not individual clients
- Employees
- 8 Reported in this filing
- Advisory professionals
- 7 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Individuals | 324 | $52,704,000 | 50.2% |
| High-net-worth individuals | 36 | $40,000,000 | 38.1% |
| Charities | Fewer than 5 | $12,000,000 | 11.4% |
| Corporations & businesses | Fewer than 5 | $266,000 | 0.3% |
Filing source
Form ADV 1208875 · Apr 12, 2018 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Apr 12, 2018. View historical filings
Reported services
Individual portfolio management · Selection of other advisers
Compensation
Percentage of assets · Hourly · Fixed
Principal office
200 WASHINGTON STREET, SUITE 280WAUSAU, WI, 54403, United States
CRD 134927
Filing source
Form ADV 1208875 · Apr 12, 2018 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.