Charles
Herman

Forefront Analytics, LLC

CRD#7780249
Investment Advisor
in Conshohocken, PA

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About this Advisor

Charles Herman is a financial advisor based in Conshohocken, Pennsylvania, working with Forefront Analytics, LLC. Charles has previously held positions at Forefront Analytics, LLC, Somatix Inc, Digitalis Ventures, and Lehigh Valley Hospital - Pocono. Charles has passed the Series 65 regulatory exam and is registered to provide services in Pennsylvania. Currently, Charles is part of Forefront Analytics, LLC, which operates out of Conshohocken, Pennsylvania. The firm has 20 employees and manages assets totaling $500.4 million. The firm serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, selection of other advisers, and other services. The fee structure at Forefront Analytics, LLC includes asset-based, hourly, fixed, and performance-based fees.

Certifications and Registrations

Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Selection of other advisers, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Performance-based Fees

Office Location

One Tower Bridge 100 Front Street, Suite 1111
Conshohocken, PA 19428

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Forefront Analytics, LLC Brokerage Details

Total Assets Under Management

$500,397,718

PA Average: $15,833,994,310
Total Number of Employees

20

PA Average: 41
Total Number of Accounts

329

PA Average: 3,342
Average Account Size

$1,520,966

PA Average: $4,737,880

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers
  • Other

Charles Herman Work History

2020 - Present (4 years)

Forefront Analytics, LLC

2017 - Present (7 years)

Somatix Inc

2017 - 2023 (6 years)

Digitalis Ventures

2011 - 2019 (8 years)

Lehigh Valley Hospital - Pocono

Disclosures

Please visit the SEC profile of Charles Herman 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 Forefront Analytics, LLC

Andrew Giannone
Conshohocken, PA
Charles Herman
Conshohocken, PA
Patrick Tucci
Conshohocken, PA

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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