Herzfeld Thomas J Advisors Inc is a large advisory firm based in Miami. It manages $47.49 million of regulatory assets for 43 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Alabama, California, Florida, and 6 other states.
Herzfeld Thomas J Advisors provides portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, selection of other advisers, and market timing services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Herzfeld Thomas J Advisors Inc is $47.49 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 23% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Herzfeld Thomas J Advisors Inc for their services and products based on a percentage of assets under management, hourly charges, and subscription fees. Subscribers pay a regular fee for the advisory firm’s newsletter or periodical. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Thomas Jay Herzfeld has been acting as President since 1 Feb 1984. Erik Mervin Herzfeld joined the executive team most recently as the Head Of Alternative Strategies.
The principal office where Herzfeld Thomas J Advisors Inc performs its advisory services is located at 10491 Sw 97 Th Avenue, Miami, FL 33176 The mailing address of the firm is P.O. Box 161465, Miami, FL 33116. The firm also has an office outside of the United States.
You can reach the main office by calling the phone number 305-271-1900 or by fax 305-270-1040. The normal business hours are 9:00am - 5:00pm on Monday - Friday. You can find more information about the New York firm at herzfeld.com.