Investment adviser · CRD 108552

THE HERZFELD GROUP

Investment adviser filing (IA)

HERZFELD GROUP INC

LARGO, FL, United States · Form ADV filed Jan 26, 2012

Regulatory AUM
$34M
Form ADV · Item 5.F
Client accounts
287
Accounts, not individual clients

Not available in this filing: Employees, Advisory professionals.

Private funds & service providers

0 Private funds

The 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: Jan 26, 2012. View historical filings

Reported services

Individual portfolio management

Compensation

Percentage of assets

Principal office

1715 EAST BAY DRIVE, SUITE C
LARGO, FL, 33771, United States

CRD 108552

Filing source

Form ADV 602953 · Jan 26, 2012 · 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.