HERBEIN FINANCIAL GROUP, LLC
Firm details
- Headquarters
- ALLENTOWN, Pennsylvania
- CRD number
- 322194
- Registered since
- August 23, 2022
- Website
- www.herbein.com
- Fee structure
- Hourly Charges, Fixed Fees, Other
- Services
- Financial Planning
Firm profile
FINTRXOverview
Herbein Financial Group, LLC is an insurance-focused advisory and planning firm that registered with the SEC in 2022 and operates as a limited liability company. The firm combines insurance brokerage with financial planning services and charges clients via hourly and fixed-fee arrangements (and other fee models). FINTRX flags the entity as a related adviser and records affiliations that include acting as an investment adviser, insurance company, and sponsor/GP/managing member of pooled investment vehicles. The firm is not flagged as a capital allocator, does not identify as an active ESG investor, and is not a multi-state adviser.
Assets & Accounts
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
Contacts
1 of 1JOSH LAYCHOCK
Managing Director, Wealth ManagementCRD 4412241
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
ALLENTOWN, PA
LEHIGH
Location
ALLENTOWN, PA
Headquartered in ALLENTOWN, PA, in the Northeast of the United States.
- Region
- Northeast
- County
- LEHIGH
- Address
- 3435 Winchester Rd
- Time zone
- ET (UTC-5)
- Office locations
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