Herzog Financial Group, LLC

Herzog Financial Group, LLC (CRD# 174141) is a financial advisory firm headquartered in Saint Louis, MO. They manage $39,834,986 in 155 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details

3636 S. Geyer Road, Suite 100, Saint Louis, MO 63127

http://www.herzogfinancialgroup.com

By the Numbers

Total Assets Under Management

40

MILLION
Total Number of Accounts

155

ACCOUNTS
Average Account Value

$257,000

Compensation Options

A percentage of assets under your management
Hourly charges

Advisory Services Offered

Financial planning services
Portfolio management for individuals and/or small businesses

Types of Clients

Registered States

Registered Investment Advisor

The map below shows states where this firm has explicit registration only.

IL, MO

Financial Advisors at Herzog Financial Group, LLC

Showing 1 - 2 of 2 top financial advisors.

Alexandra T. Heck

CRD#: 5716401

3636 S. Geyer Road, Suite 100, Saint Louis, MO 63127

Alexandra Heck (CRD# 5716401) is an Investment Advisor Representative working at Herzog Financial Group, LLC in Saint Louis, MO and has over 12 years of experience in the finance industry.

Anne H. Herzog

CRD#: 1430905

3636 S. Geyer Road, Suite 100, Saint Louis, MO 63127

Anne Herzog (CRD# 1430905) is an Investment Advisor Representative working at Herzog Financial Group, LLC in Saint Louis, MO and has over 38 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.

Request Proposals