Thomas J Herzfeld Advisors
Finance · Florida, United States · 11-50 Employees
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Overview
Headquarters
10491 SW 97th Ave, Miami, Florida, 33176...Phone Number
(305) 271-1900Website
www.herzfeld.comRevenue
$8.6 MillionIndustry
ZI Rank: 1
Signal Type
Mar
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ZI Rank
1
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1
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1
About Thomas J Herzfeld Advisors
Thomas J Herzfeld Advisors, founded in 1984, is an SEC registered investment advisory firm specializing in investment analysis and account management in closed-end funds. The company offers expertise in Caribbean Basin investments and serves as the investment advisor to The Herzfeld Caribbean Basin Fund, a publicly traded closed-end fund listed on NASDAQ. With operations across multiple locations in North America, the firm provides financial services to both business and individual clients, focusing on retirement planning and investment management.Explore more
Thomas J Herzfeld Advisors Org Chart
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Revenue
Number of Employees
Type
Funding
Founded In
Thomas J Herzfeld Advisor...
$8.6M
11-50
Private
-
1984
TM
Thomas MorganChief Operating Officer, Cco, Gc
Company Profile Activity
Activity Insights
Thomas J Herzfeld Advisors is experiencing very low activity levels compared to other companies in the Finance sector.
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Thomas J Herzfeld Advisors is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Thomas J Herzfeld Advisors.
Thomas J Herzfeld Advisors Tech Stack
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Facilities Relocation / Expansion
Thomas J Herzfeld Advisors is planning to move offices in June 2026. The move will impact approximately 15 employees at the existing office located at 119 Washington Avenue, Miami Beach, FL.
Facilities Relocation/Expansion
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Thomas J Herzfeld Advisors, founded in 1984, is an SEC registered investment advisory firm specializing in investment analysis and account management in closed-end funds. The company offers expertise in Caribbean Basin investments and serves as the investment advisor to The Herzfeld Caribbean Basin Fund, a publicly traded closed-end fund listed on... Read More
