Hebert Advisory Services Inc (Golden)

Hebert Advisory Services Inc is an adviser based in Golden. It manages $38.26 million of regulatory assets for 123 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Colorado and Missouri.

Hebert Advisory Services provides portfolio management for individuals and small businesses and publication of newsletters. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Hebert Advisory Services: assets under management

The assets under management (AUM) of Hebert Advisory Services Inc is $38.26 million. The firm's AUM has gone down by -61% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $32.15 million in discretionary accounts and $6.11 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $265.73 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $3.05 million.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Hebert Advisory Services Inc for their services and products based on a percentage of assets under management and subscription fees. Subscribers pay a regular fee for the advisory firm’s newsletter or periodical. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Hebert Advisory Services Inc

Suzanne Marie Hebert has been acting as President since 1 Nov 1997. Richard Lee Hebert joined the executive team most recently as the President.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Suzanne Marie Hebert	President	1 Nov 1997	50% - 75%	1564976
Howard Joseph Hebert	Chairman	1 Nov 1997	25% - 50%	241258
Richard Lee Hebert	Chief compliance officer	1 Sep 2004	Other	5029952
Richard Lee Hebert	President	1 Apr 2008	75% - 100%	5029952
Kimberly Ann Deane	Vice president / chief compliance officer	1 Apr 2008	Other	5591540
Suzanne Marie Hebert	Portfolio consultant	1 Apr 2008	Other	1564976
Howard Joseph Hebert	Chairman	1 Apr 2008	Other	241258

Based in Golden

The principal office where Hebert Advisory Services Inc performs its advisory services is located at 1501 Washington Avenue, Golden, CO 80401, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.