Herrick Portfolio Management Co. is an adviser based in Shaker Heights. It manages $17.21 million of regulatory assets for 89 client accounts. It has been registered with the SEC as an adviser since 2008 and has operated in the jurisdictions of Florida and Ohio.
Herrick Portfolio Management provides portfolio management for individuals and small businesses and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Herrick Portfolio Management Co. is $17.21 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -33% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay Herrick Portfolio Management Co. for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The principal office where Herrick Portfolio Management Co. performs its advisory services is located at 19601 Van Aken Blvd., Shaker Heights, OH 44122, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 440-666-7760 or by fax 216-991-2896. The normal business hours are by appointment only on Other.