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The Herbst Group LLC

EST. AUM
$204,750,725

CONTACTS

CLIENT ACCOUNTS
294

Firm Details

Metro area New York City
CRD Number 309319
Website herbstgroup.com
Client types

Overview

The Herbst Group, LLC is an independent registered investment advisor headquartered in Westport, Connecticut, providing private wealth management and employer-sponsored retirement plan advisory services. The firm positions itself as more than a money manager — as a trusted counselor clients consult across all facets of their financial lives — and strives to build multigenerational client relationships rooted in responsiveness and genuine care. The Herbst Group describes itself as large enough to bring deep and diverse industry knowledge, and small enough to maintain an individualized focus on each client's specific needs.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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