HERBEIN FINANCIAL GROUP, LLC
At a Glance
| Employees | 2 |
| Peak AUM | $0Jul 2022 |
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Employees | 2 | 0.0% | +28.6% | — | |
Key Metrics
| Total AUM | N |
| Employees | 2 |
| Client Range | 51-100 |
Contact & Location
Address
3435 WINCHESTER ROAD
ALLENTOWN PA 18104
Phone
484-509-1136
Filing History
8 ADV Part 1 submissions
Fee Structure
HourlyFixed Fees
Advisory Services
Financial Planning
Growth
Firm Profile
Normalized 0–100 scores across six dimensions.
Headcount Over Time
Total Employees
Advisory Staff
Clients
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Other Registrations
Banking Institution
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