Ihs Herold Inc.
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ADV data as of Mar 11, 2026
- Regulatory AUM
- —
- Discretionary
- —
- Clients
- —
- Avg AUM / client
- —
- Accounts
- —
- Employees
- 34
People (9)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Bassam Hanna | Registered representative | Jan 2016 (11y) | ||
| Bryan Patrick Mcnamara | Registered representative | Jan 2016 (11y) | ||
| Claudia Emilia Pessagno | Registered representative | Jan 2016 (11y) | ||
| Daniel Tyrone Pratt | Registered representative | CFA | Jan 2016 (11y) | |
| Maral Geldimyradovna Ryzakuliyeva | Registered representative | Jan 2016 (11y) | ||
| Matti Peter Teittinen | Registered representative | CFA | Jan 2016 (11y) | |
| Sven Antonio Del Pozzo | Registered representative | CFA | Jan 2016 (11y) | |
| Andrew John Byrne | Registered representative | CFA | Feb 2016 (11y) | |
| Thomas Howard Wilson | Registered representative | CFA | Jan 2026 (1y) |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/11/2026 | 1.17 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Fixed fees
- • Other fees
- • ANNUAL RETAINERS FOR INDEPENDENT RESEARCH AND ANALYSIS
Services
- • Publication of periodicals or newsletters
- • Other services
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 11, 2026.
View current Form ADV (SEC/IAPD) ↗