IHS Herold Inc.
Firm details
- Headquarters
- Westport, Connecticut
- CRD number
- 127160
- Fee structure
- Fixed Fees, Other
- Services
- Publication of Periodicals
Firm profile
FINTRXOverview
IHS Herold Inc. is organized as a corporation with domestic and individual ownership elements. The firm is not positioned as a traditional portfolio allocator; its disclosed advisory activity centers on the publication of periodicals and newsletters rather than ongoing discretionary asset management. Fee arrangements are listed as fixed fees and other non-standard fee types. Regulatory and operational attributes reported include a non-ESG investment posture and a single-state practice rather than a multi-state adviser profile.
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
Contacts
3 of 9
Thomas Wilson
Associate DirectorCRD 5062925

Bryan Mcnamara
DirectorCRD 6027953
Andrew Byrne
Director, Equity ResearchCRD 2465852
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Westport, CT
Fairfield
Location
Westport, CT
Headquartered in Westport, CT, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- Fairfield
- Address
- 55 Post Rd W
- Time zone
- ET (UTC-5)
- Office locations
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