James Robert Herrick is listed as Executive Vice President at Tfo Wealth Partners, LLC in Maumee, OH. Form ADV reports a beneficial ownership band of Under 5%.
Reported ownership
Owns Under 5% of Tfo Wealth Partners, LLC
Ownership band reported on Form ADV Schedule A
Frequently asked questions
Where does James Robert Herrick work?
James Robert Herrick is listed as Executive Vice President at Tfo Wealth Partners, LLC on SEC Form ADV.
How much of Tfo Wealth Partners, LLC does James Robert Herrick own?
Form ADV reports a beneficial ownership band of Under 5%.