Abner Herrman & Brock, LLC
Firm details
- Headquarters
- Jersey City, New Jersey
- CRD number
- 8517
- Registered since
- July 9, 1982
- Website
- ahbi.com
- Custodians
- UBS FINANCIAL SERVICES INC., LPL FINANCIAL LLC, FIDELITY DISTRIBUTORS COMPANY LLC, WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
- Fee structure
- Percentage of AUM
- Client types
- HNWI85.65%
- Corporations / Businesses8.91%
- Charitable Organizations4.38%
- Pension & Profit Sharing Plans1.03%
- Individuals0.03%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Abner Herrman & Brock, LLC is an independent registered investment adviser organized as an LLC and operating since the early 1980s. The firm manages portfolios for both individual and family clients as well as institutions, charging fees as a percentage of assets under management. Its advisory work centers on discretionary portfolio management for individuals, small businesses and for business or institutional accounts. The firm does not position itself as a capital allocator, is not an active ESG investor, and does not identify as a multi-state or pension consultant adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities36%
- State & Local Bonds34%
- Investment Grade Corp Bonds25%
- US Government Bonds3%
- Cash & Cash Equivalents2%
Owners & executives
1 of 1
Caryn Zweig
Chief Executive OfficerCRD 1883741
Contacts
3 of 5
Bindia Rosas
Assistant Vice President, Portfolio ManagerCRD 6824971
David Linsen
Senior Vice President, Senior Portfolio ManagerCRD 2787698
Bryan Didonato
Executive Vice President, Senior Portfolio ManagerCRD 4955839
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 10Active vs passive
$12.8M in ETFs
93%
$12M
0%
$873K
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SPDR S&P 500 ETF TRUST (SPY) | State Street | Passive | Large Blend | $8.9M | 11,874 | 69.05% |
Location
Jersey City, NJ
Hudson
Location
Jersey City, NJ
Headquartered in Jersey City, NJ, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- Hudson
- Address
- 185 Hudson St
- Time zone
- ET (UTC-5)
- Office locations
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