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Overview

Articles

Insights

There are no insights from this firm to display at this time.

Assets

Assets

Last updated on June 6, 2019
    • $401.9M
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 552
      Accounts
    • $728.0K
      Estimated Average Account Balance

Services

Firm Services

There is no Services data available to display at this time.

Firm Client types

There is no client type data to display at this time.

Advisors

Current Advisors

# of advisors

5

name start date
Michael William Delduchetto
May 2003
Brendan Charles Herlihy
March 2019
Marc Hamilton Ohler
November 2004
Wayne Donald Wetzel
April 1994
Thomas Stewart Drumm
December 2000

    Affiliated Investment Advisors and Broker Dealers

    Name Type Total Assets
    The Herlihy Company, Inc. IAR $52,900,595

      Leadership

      Ownership

      There is no ownership data available to display at this time.

      Executives and Control Persons

      Name Title Tenure Date % Ownership
      Michael William Delduchetto President, Managing Director And Director April, 2015 50% to 75%
      Marc Hamilton Ohler Chief Compliance Officer, Treasurer, Clerk, Managing Director And Director August, 2015 50% to 75%
        Source: SEC

        Fees

        Types of Compensation Arrangements

        • Percentage Of Assets
        • Fixed Fees