HERZFELD GROUP INC
Legal name: THE HERZFELD GROUP
CRD #108552 SEC #801-56951 LARGO, FL 727-587-0009
SEC Registered
Total AUM
$34M
Discretionary
$34M
Employees
1
Clients
0
Accounts
287
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jan 2012 | $34M | $34M | $0 | 1 | 200 |
| May 2011 | $43.2M | $43.2M | $0 | 5 | -- |
| Jan 2011 | $40.7M | $40.7M | $0 | 5 | -- |
| Jul 2010 | $43M | $43M | $0 | 5 | -- |
| Jan 2010 | $43M | $43M | $0 | 5 | -- |
| Apr 2009 | $37M | $37M | $0 | 5 | -- |
| Jan 2008 | $62M | $62M | $0 | 5 | -- |
| Jan 2007 | $57M | $57M | $0 | 5 | -- |
| Jan 2006 | $53M | $53M | $0 | 5 | -- |
| Jun 2001 | $45.2M | $45M | $200K | 5 | -- |
| Jun 2001 | $45.2M | $45M | $200K | 5 | -- |
DateJan 2012
Total AUM$34M
Discretionary$34M
Non-Disc.$0
Employees1
Clients200
DateMay 2011
Total AUM$43.2M
Discretionary$43.2M
Non-Disc.$0
Employees5
Clients--
DateJan 2011
Total AUM$40.7M
Discretionary$40.7M
Non-Disc.$0
Employees5
Clients--
DateJul 2010
Total AUM$43M
Discretionary$43M
Non-Disc.$0
Employees5
Clients--
DateJan 2010
Total AUM$43M
Discretionary$43M
Non-Disc.$0
Employees5
Clients--
DateApr 2009
Total AUM$37M
Discretionary$37M
Non-Disc.$0
Employees5
Clients--
DateJan 2008
Total AUM$62M
Discretionary$62M
Non-Disc.$0
Employees5
Clients--
DateJan 2007
Total AUM$57M
Discretionary$57M
Non-Disc.$0
Employees5
Clients--
DateJan 2006
Total AUM$53M
Discretionary$53M
Non-Disc.$0
Employees5
Clients--
DateJun 2001
Total AUM$45.2M
Discretionary$45M
Non-Disc.$200K
Employees5
Clients--
DateJun 2001
Total AUM$45.2M
Discretionary$45M
Non-Disc.$200K
Employees5
Clients--