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HERRIOT FINANCIAL, LLC
Herriot Financial, LLC is a state-registered investment adviser with approximately $3 million in regulatory assets under management. The firm has 1 employee...
Overview
Herriot Financial, LLC is a state-registered investment adviser with approximately $3 million in regulatory assets under management. The firm has 1 employee and 1 investment adviser. It operates with a single office.
General information
Firm type
RIA
Location
Region
North America
Country
United States
Frequently asked questions
What legal structure does Herriot Financial use, and why does it matter?
Herriot Financial uses a limited liability company structure, as indicated by its legal name (public record). An LLC provides liability protection, flexible tax treatment, and a mechanism for separating family investment activities from operating businesses. The specific state of organization is not public, but many family offices form in Delaware, Wyoming, or Nevada for their strong privacy protections and well-developed business-law frameworks.
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