IHS HEROLD INC.

RIASEC Registered
Total AUM
Avg account
$0
Accounts
0
Employees
34
Advisory reps
9

Firm details

Headquarters
WESTPORT, Connecticut
CRD number
127160
Fee structure
Fixed Fees, Other
Services
Publication of Periodicals

Firm profile

FINTRX

Overview

IHS Herold Inc. is registered as a corporate advisory entity whose stated advisory activity is the publication of periodicals and newsletters. The firm does not report functioning as a capital allocator or as a multi-state discretionary adviser, and it is not flagged as an active ESG investor. Its fee structure is listed as fixed fees and other, which aligns with a subscription, research, or product-fee model rather than a percent-of-assets advisory business. Reported items on the firm show limited traditional advisory engagement: no advisory clients are listed and several adviser roles such as pension consultant or related adviser are not indicated. Investment focus that the firm discloses centers on commodity and energy-related topics, consistent with a publisher or research shop that specializes in commodities and oil & gas markets rather than a retail wealth manager handling client portfolios.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Contacts

3 of 9
  • THOMAS WILSON

    Associate DirectorCRD 5062925

  • BRYAN MCNAMARA

    DirectorCRD 6027953

  • ANDREW BYRNE

    Director, Equity ResearchCRD 2465852

Unlock 6 more contacts

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

WESTPORT, CT

FAIRFIELD

Location

WESTPORT, CT

Headquartered in WESTPORT, CT, 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
FAIRFIELD
Address
55 Post Rd W
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth