About ABNER HERRMAN & BROCK, LLC
ABNER HERRMAN & BROCK, LLC is a leading financial advisory firm with a team of experienced professionals dedicated to providing comprehensive financial services to their clients. With a focus on understanding and meeting their clients’ unique financial needs, ABNER HERRMAN & BROCK, LLC has established itself as a trusted advisor for individuals, families, and businesses.
How does the advisor help clients – Key Takeaways:
- Providing personalized financial advice and solutions
- Creating and implementing effective investment strategies
- Offering a wide range of financial services
- Working with a team of experienced and knowledgeable advisors
Facts and Insights
ABNER HERRMAN & BROCK, LLC has been in business for over 20 years, serving clients across the United States with offices in New York City and Westport, Connecticut. The firm has over $6 billion in assets under management and a team of experienced advisors, each specializing in different areas of financial planning and management. They pride themselves on their customer-centric approach, ensuring that each client receives the individual attention and support they need to achieve their financial goals.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management (USD) | Number of Advisors | Years in Business |
|---|---|---|
| $6+ billion | 20+ | 20 years |
Financial Services Offered
- Retirement planning
- Investment management
- Tax planning and preparation
- Estate planning
- Insurance services
- Education planning
- Charitable giving strategies
Client Types
ABNER HERRMAN & BROCK, LLC works with a diverse range of clients, including individuals, families, and businesses. They understand that each client has unique financial needs and goals, and they strive to provide personalized solutions to help them achieve success.
Fees & Compensation
ABNER HERRMAN & BROCK, LLC charges a fee for their services, which varies depending on the type and complexity of the services provided. They are committed to being transparent and upfront about their fees and believe in being fully accountable to their clients.
Background
The team at ABNER HERRMAN & BROCK, LLC has a wealth of experience and expertise in the financial industry. Their advisors hold advanced degrees and certifications in financial planning, investment management, and tax planning, among others. They are dedicated to staying up-to-date with the latest market trends and financial strategies to provide their clients with the best possible services.
Financial Advisor Disclosures to Know
ABNER HERRMAN & BROCK, LLC is a registered investment advisor with the Securities and Exchange Commission. They have a fiduciary duty to act in their clients’ best interests and provide unbiased advice. The firm also has a clean record with no disciplinary actions taken against them by regulatory agencies.