THOMAS J. HERZFELD ADVISORS, INC.

119 Washington Avenue
Suite 504
Miami Beach, Florida 33139
Tel: 305-777-1660

About THOMAS J. HERZFELD ADVISORS, INC.

THOMAS J HERZFELD ADVISORS, INC, formally registered with the SEC as THOMAS J HERZFELD ADVISORS, INC. The firm was established in 04/09/1984. They have over 1 offices throughout the country.

THOMAS J. HERZFELD ADVISORS, INC. is a Miami Beach, Florida based Financial Planning firm with nearly $726,869,853 assets under management, offering retirement planning & investment advisory services to 280 clients. The firm is staffed with 9 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	108369
SEC#	801-20866
Assets Managed by Firm	$726,869,853
No. of Clients	280
No. of Advisors	9

Fee Structure

A percentage of AUM
Performance Based
Other (CONSULTING FEES)

Advisory Services Provided

Portfolio management for individuals and/or small businesses
Portfolio management for investment companies
Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients
Other (CONSULTING ON SUBJECTS RELATED TO CLOSED-END FUNDS AND PORTFOLIO MODEL LICENSING)

Firm Client Information

	No. of Clients	AUM
Firm Total	280	$726,869,853
Individuals (other than high net worth individuals)	9	$2,511,297
High net worth individuals	116	$119,621,838
Pension and profit sharing plans	5	$1,994,420
Charitable organizations	9	$53,497,205
Corporations or other businesses	12	$42,073,063

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