HERMES ADVISORS LLC

Exempt Reporting AdvisorFINRA Member
Total AUM
Accounts
0
Advisory reps
1
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
SAN DIEGO, California
CRD number
334575

Firm profile

FINTRX

Overview

Hermes Advisors LLC is an individually owned limited liability company that, in available records, is classified as unclassified for advisory purposes. The firm does not present itself as a multi-state adviser, a pension consultant, a related adviser, or a capital allocator, and it is not identified as an active ESG investor. Public disclosures about its business lines and client-facing activities are minimal; the firm's primary identifiable activity is advising a private hedge fund rather than managing a retail advisory book.

Assets & Accounts

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Contacts

1 of 1
  • PAUL FLATHER

    Founder and Portfolio ManagerCRD 1417690

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

SAN DIEGO, CA

SAN DIEGO

Location

SAN DIEGO, CA

Headquartered in SAN DIEGO, CA, in the West of the United States.

Region
West
County
SAN DIEGO
Address
12626 High Bluff Dr
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth