Herndon Wealth Services Inc
Firm details
- Headquarters
- Vero Beach, Florida
- CRD number
- 313930
- Website
- herndonadvisors.com
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Herndon Wealth Services Inc. is a corporation owned by an individual that provides financial planning and portfolio management services targeted at individuals and small businesses. The firm charges clients via a mix of percentage-of-AUM fees, hourly billing, and fixed fees. It is not set up as a capital allocator and does not identify as an active ESG investor. The adviser is not registered as a multi-state or pension consultant and is not described as a related adviser to another firm.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Location
Vero Beach, FL
Indian River
Location
Vero Beach, FL
Headquartered in Vero Beach, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.
- Metro area
- Miami-Port St. Lucie-Fort Lauderdale, FL
- Region
- South
- County
- Indian River
- Address
- 916 20th Pl
- Time zone
- ET (UTC-5)
- Office locations
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