HERGENROEDER FINANCIAL ADVISORS, INC.
CRD #121278 SEC #801-80882 TIMONIUM, MD 410-769-8262
SEC Registered
Total AUM
$282.7M
Discretionary
$282.7M
Employees
7
Clients
51
Accounts
648
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $282.7M | $282.7M | $0 | 7 | 0 |
| Oct 2024 | $248M | $245.1M | $2.9M | 7 | 0 |
| Feb 2024 | $248M | $245.1M | $2.9M | 7 | 0 |
| Feb 2023 | $229.5M | $226.6M | $2.9M | 7 | 0 |
| Aug 2022 | $253.2M | $249.8M | $3.4M | 7 | 0 |
| Feb 2022 | $253.2M | $249.8M | $3.4M | 7 | 0 |
| Feb 2021 | $226.2M | $223.1M | $3.1M | 6 | 0 |
| Jun 2020 | $204.8M | $201.8M | $3M | 9 | 0 |
| Feb 2020 | $204.8M | $201.8M | $3M | 9 | 0 |
| Feb 2019 | $169.4M | $166.7M | $2.7M | 8 | 0 |
| Aug 2018 | $168M | $164.1M | $3.9M | 8 | 0 |
| May 2018 | $168M | $164.1M | $3.9M | 8 | 0 |
| Mar 2018 | $168M | $164.1M | $3.9M | 8 | 0 |
| Feb 2017 | $155.3M | $151.5M | $3.8M | 7 | 400 |
| Nov 2016 | $149.2M | $145.7M | $3.5M | 7 | 26 |
| Mar 2016 | $149.2M | $145.7M | $3.5M | 5 | 26 |
| Aug 2015 | $128M | $128M | $0 | 4 | 26 |
| Mar 2015 | $128M | $128M | $0 | 4 | 26 |
| Jan 2015 | $137.2M | $136M | $1.2M | 4 | 11 |
DateMar 2025
Total AUM$282.7M
Discretionary$282.7M
Non-Disc.$0
Employees7
Clients0
DateOct 2024
Total AUM$248M
Discretionary$245.1M
Non-Disc.$2.9M
Employees7
Clients0
DateFeb 2024
Total AUM$248M
Discretionary$245.1M
Non-Disc.$2.9M
Employees7
Clients0
DateFeb 2023
Total AUM$229.5M
Discretionary$226.6M
Non-Disc.$2.9M
Employees7
Clients0
DateAug 2022
Total AUM$253.2M
Discretionary$249.8M
Non-Disc.$3.4M
Employees7
Clients0
DateFeb 2022
Total AUM$253.2M
Discretionary$249.8M
Non-Disc.$3.4M
Employees7
Clients0
DateFeb 2021
Total AUM$226.2M
Discretionary$223.1M
Non-Disc.$3.1M
Employees6
Clients0
DateJun 2020
Total AUM$204.8M
Discretionary$201.8M
Non-Disc.$3M
Employees9
Clients0
DateFeb 2020
Total AUM$204.8M
Discretionary$201.8M
Non-Disc.$3M
Employees9
Clients0
DateFeb 2019
Total AUM$169.4M
Discretionary$166.7M
Non-Disc.$2.7M
Employees8
Clients0
DateAug 2018
Total AUM$168M
Discretionary$164.1M
Non-Disc.$3.9M
Employees8
Clients0
DateMay 2018
Total AUM$168M
Discretionary$164.1M
Non-Disc.$3.9M
Employees8
Clients0
DateMar 2018
Total AUM$168M
Discretionary$164.1M
Non-Disc.$3.9M
Employees8
Clients0
DateFeb 2017
Total AUM$155.3M
Discretionary$151.5M
Non-Disc.$3.8M
Employees7
Clients400
DateNov 2016
Total AUM$149.2M
Discretionary$145.7M
Non-Disc.$3.5M
Employees7
Clients26
DateMar 2016
Total AUM$149.2M
Discretionary$145.7M
Non-Disc.$3.5M
Employees5
Clients26
DateAug 2015
Total AUM$128M
Discretionary$128M
Non-Disc.$0
Employees4
Clients26
DateMar 2015
Total AUM$128M
Discretionary$128M
Non-Disc.$0
Employees4
Clients26
DateJan 2015
Total AUM$137.2M
Discretionary$136M
Non-Disc.$1.2M
Employees4
Clients11