Marc
Hertzberg
Wbh Advisory, Inc
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About this Advisor
Marc Hertzberg is a financial advisor based in Pikesville, Maryland, working with Wbh Advisory, Inc. Marc has previously held a position at Wagner Bowman Management Corp. Marc has passed the Series 65 regulatory exam and is registered to provide services in Maryland and Texas. Currently, Marc is part of Wbh Advisory, Inc, which operates out of Pikesville, Maryland. The firm has 4 offices and 14 employees. The firm manages assets totaling $1.3 billion and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and portfolio management for institutional clients. The fee structure at Wbh Advisory, Inc includes asset-based, hourly, fixed, and performance-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Wbh Advisory, Inc Brokerage Details
$1,294,477,358
14
2,220
$583,098
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Marc Hertzberg Work History
Wagner Bowman Management Corp
Disclosures
Please visit the SEC profile of Marc Hertzberg to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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