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 organized as a corporation with domestic and individual ownership elements. The firm is not positioned as a traditional portfolio allocator; its disclosed advisory activity centers on the publication of periodicals and newsletters rather than ongoing discretionary asset management. Fee arrangements are listed as fixed fees and other non-standard fee types. Regulatory and operational attributes reported include a non-ESG investment posture and a single-state practice rather than a multi-state adviser profile.

Assets & Accounts

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

3 of 9
  • Thomas Wilson

    Thomas Wilson

    Associate DirectorCRD 5062925

  • Bryan Mcnamara

    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