Thomas J Herzfeld Advisors Inc
Legal Name: THOMAS J. HERZFELD ADVISORS, INC.
Full Contact Details
Thomas J Herzfeld Advisors Inc
119 WASHINGTON AVENUE, SUITE 504, MIAMI BEACH, FL
305-777-1660
305-270-1040
Other Info
Thomas J. Herzfeld Advisors Inc, legally known as THOMAS J. HERZFELD ADVISORS, INC., is a Florida Corporation founded in 1984. It has a total of 9 employees, with 3 of them in advisory roles. Although the number of clients served is unknown, the company's last reported SEC status is listed as Approved, indicating a regulated and compliant operation.
Thomas J. Herzfeld Advisors | Asset Management
Boutique Investment Management | Closed-End Fund Specialists | Customized Alternatives | Herzfeld investment managers deploy a primarily quantitative portfolio strategy to identify quality risk-reward opportunities in closed-end fund investment management.
Herzfeld Closed-End Fund Management
Herzfeld investment management deploys a primarily quantitative portfolio strategy to identify quality risk-reward opportunities in closed-end fund management.
Direct Owners
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ERIK MERVIN HERZFELD
PRESIDENT, SECRETARY, TREASURER owns less than 5%
-
THOMAS JAY HERZFELD
CHAIRMAN AND SOLE DIRECTOR owns 75% or more
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THOMAS KENNETH MORGAN
CHIEF COMPLIANCE OFFICER owns less than 5%
Firms Located Nearby
News
Top Holdings
- Highland Floating Rate Opportunities Fund $13,032k
- BOULDER GROWTH & INCOME FD I $11,136k
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- ISHARES TR $8,450k
- EATON VANCE LTD DUR $6,617k
- GENERAL AMERN INVS $5,848k
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- Cornerstone Total Rtrn Fd In $4,118k
- ADAMS DIVERSIFIED EQUITY FD $3,632k