# Herbein Financial Group

Herbein Financial Group is an Asset Manager.

## Overview

- **Organization type:** Asset Manager
- **Assets under management:** Undisclosed
- **Website:** https://herbeinfinancial.com
- **LinkedIn:** https://www.linkedin.com/company/herbeincpa

## Regulatory record

- **CRD number:** 322194
- **SEC file number:** 801-126422
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/322194

## About

Succeed with Confidence. | Herbein + Company, Inc. is a leading CPA advisory firm, creating impact nationally and locally since 1972. We build value through exceptional service and innovative solutions, and provide client-focused accounting, tax, advisory, HR consulting, wealth management, and risk management services.

## Questions

### Who runs investment decisions at Herbein Financial Group?

No named investment principals or decision-makers are publicly associated with Herbein Financial Group. The firm's leadership team has not been disclosed on its website or in public records.

### What is Herbein Financial Group's investment strategy?

The firm's investment strategy is not publicly detailed. Available sources do not specify asset-class focus, stage preferences, or geographic targets.

### What sectors does Herbein Financial Group invest in?

No sector preferences or exclusions have been publicly identified for Herbein Financial Group. The firm's website and regulatory filings do not list specific investment areas.

### Is Herbein Financial Group related to Herbein + Company, the accounting firm?

Herbein Financial Group shares a name with Herbein + Company, a Pennsylvania-based accounting and consulting firm, but no formal ownership or operational link is publicly confirmed.

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Last updated: 2026-06-03T20:00:00.000Z

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