Henry
Pacht
Herold Advisors, Inc
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About this Advisor
Henry Pacht is a financial advisor based out of New York, New York who has 1 year of industry experience. Pacht is on the advisory team at Herold Advisors, Inc. Throughout their career, they have worked at New York Institute Of Technology, Herold Advisors, Inc, Herold & Lantern Investments, Inc and Bernard Herold & Co., Inc. Pacht holds Series 63 and Series 66 licenses, which qualify them as a securities broker, and can advise clients in New York. Herold Advisors, Inc is a business based out of New York, NY. It has a total of eight financial advisors. It administers $334 million in assets across its 367 customer accounts, placing it among the mid-sized investment advisory firms in the nation by assets under management. Of its 367 accounts, 17% are held by high-net-worth clients who have more than $1 million in investable assets. Herold Advisors, Inc provides a few services, including portfolio management for individuals and small businesses and portfolio management for institutional clients. Fees charged by financial advisors typically depend on the type of financial services offered. However, fee types charged by Herold Advisors, Inc can include asset-based and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Herold Advisors, Inc Brokerage Details
$334,005,916
8
367
$910,098
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Henry Pacht Work History
Henry has been registered as a financial advisor for 1 years.*
Herold & Lantern Investments, Inc
Herold Advisors, Inc
Bernard Herold & Co., Inc
New York Institute Of Technology
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Henry Pacht to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Herold Advisors, Inc
New York, NY
New York, NY
Staten Island, NY
New York, NY
New York, NY
New York, NY
New York, NY
New York, NY
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