Herold Advisors is an investment advisor in New York with $376.02 mm assets under management.
Company profile
Website
Employees
Incorporated
Fiscal year end
SEC CIK
IRS number
132806151
SEC advisor number
801-11216
FINRA CRD number
105090
AUM ?
$376.02 mm
(as of 1 Jul 22)
Accounts
315
(as of 1 Jul 22)
Employees
7
(6 investment advisory or research)
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
8 Nov 22
13F-HR
Quarterly holdings report by institutional manager
15 Jul 22
13F-HR
Quarterly holdings report by institutional manager
9 May 22
13F-HR
Quarterly holdings report by institutional manager
20 Jan 22
13F-HR
Quarterly holdings report by institutional manager
3 Nov 21