HOMRICH BERG

other names
  • HOMRICH BERG
  • HOMRICH & BERG INC
  • HOMRICH BERG WEALTH MANAGEMENT
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Adviser Profile

Registration status Terminated
As of Date 09/21/2021
Adviser Type - Large advisory firm
Number of Employees 125
of those in investment advisory functions 67
AUM* 8,929,223,000
of that, discretionary 7,818,765,000
Private Fund GAV* 0
Avg Account Size 819,721
% High Net Worth 66.15%
SMA’s Yes
Private Funds 0 16
Contact Info 404 xxxxxxx

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Investment companies
- Pooled investment vehicles
- Pension and profit sharing plans
- Charitable organizations
- State or municipal government entities
- Corporations or other businesses not listed above
- Other

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses
- Selection of other advisers

Compensation Arrangments

- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

Reported AUM

8B 7B 6B 4B 3B 2B 1B
2015 2016 2017 2018 2019 2020 2021
Discretionary
Non-discretionary

Private Funds

Employees