Insights

Sophisticated clientele Target high-touch asset management with personalized, fiduciary-focused portfolios for individuals, families, nonprofits, and small to mid-sized organizations seeking preservation of capital and long-term after-tax objectives.

Independent expertise Position as a boutique, independent firm with senior portfolio managers offering a team-based decision process to differentiate from large wirehouses and emphasize customized investment solutions.

Capital preservation Emphasize preservation of capital and risk-managed allocations in equity, bond, and balanced portfolios to appeal to nonprofit organizations, trusts, and fiduciaries seeking stable, income-generating strategies.

Growth through stakes Leverage historical activity of direct investments in large-cap equities, investment-grade bonds and notable names to approach potential clients via relationship leverage with similar portfolio construction needs.

Digital readiness Highlight modern tech stack capabilities and digital client onboarding to appeal to growth-minded prospects who value efficient, compliant, tech-enabled advisory services.

Similar companies to Abner, Herrman & Brock Asset Management

Abner, Herrman & Brock Asset Management Tech Stack

Abner, Herrman & Brock Asset Management uses 8 technology products and services including Hotjar, iCIMS, WordPress, and more. Explore Abner, Herrman & Brock Asset Management's tech stack below.

Abner, Herrman & Brock Asset Management's Email Address Formats

Abner, Herrman & Brock Asset Management uses at least 1 email format:
Abner, Herrman & Brock Asset Management Email FormatsExamplePercentage
FLast@ahbi.comJDoe@ahbi.com
100%

Frequently Asked Questions

What is Abner, Herrman & Brock Asset Management's phone number?

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You can contact Abner, Herrman & Brock Asset Management's main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Abner, Herrman & Brock Asset Management's official website and social media links?

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Abner, Herrman & Brock Asset Management's official website is ahbi.com and has social profiles on LinkedIn.

How much revenue does Abner, Herrman & Brock Asset Management generate?

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As of November 2026, Abner, Herrman & Brock Asset Management's annual revenue is estimated to be $25M - $50M.

What is Abner, Herrman & Brock Asset Management's SIC code and NAICS code?

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Abner, Herrman & Brock Asset Management's SIC code is 6221 - Commodity Contracts Brokers and Dealers and NAICS code is 52 - Finance and Insurance.

How many employees does Abner, Herrman & Brock Asset Management have currently?

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As of November 2026, Abner, Herrman & Brock Asset Management has approximately 16 employees across 2 continents, including North America and Europe. Key team members include Senior Portfolio Manager And Svp Of Development: D. L. Explore Abner, Herrman & Brock Asset Management's employee directory with LeadIQ.

What industry does Abner, Herrman & Brock Asset Management belong to?

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Abner, Herrman & Brock Asset Management operates in the Financial Services industry.

What technology does Abner, Herrman & Brock Asset Management use?

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Abner, Herrman & Brock Asset Management's tech stack includes Hotjar, iCIMS, WordPress, CookieYes, Zoho, Shopify, Microsoft 365 and Piwik PRO Core.

What is Abner, Herrman & Brock Asset Management's email format?

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Abner, Herrman & Brock Asset Management's email format typically follows the pattern of FLast@ahbi.com. Find more Abner, Herrman & Brock Asset Management email formats with LeadIQ.

When was Abner, Herrman & Brock Asset Management founded?

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Abner, Herrman & Brock Asset Management was founded in 1981.
Abner, Herrman & Brock Asset Management logo

Abner, Herrman & Brock Asset Management

Financial ServicesNew Jersey, United States11-50 Employees

Abner, Herrman & Brock Asset Management is an independent asset management firm established in 1981 and based in Jersey City, New Jersey. The company offers personalized investment solutions through a team-based decision making process, with senior portfolio managers engaging directly to tailor portfolios aligned with clients’ long-term objectives and risk considerations. Its services are oriented toward individuals, families, and smaller to mid-sized organizations, providing customized management of equity, fixed income, and balanced portfolios with an emphasis on preserving capital and meeting specific fiduciary requirements. The firm positions itself within the financial services sector by delivering bespoke portfolios for trusts, corporations, municipalities, and nonprofit foundations, focusing on long-term after-tax objectives and fiduciary duties. Recent public records note heretofore that the firm has taken positions in various asset classes, reflecting active management across investment-grade bonds and large-cap equities. The organization operates with a relatively small professional staff and serves clients from its Jersey City location, emphasizing a personalized, client-centered approach to investment management.

Section iconCompany Overview

Phone number
Website
ahbi.com
SIC Code
6221 - Commodity Contracts Brokers and Dealers
NAICS Code
52 - Finance and Insurance
Founded
1981
Employees
11-50

Section iconFunding & Financials

  • $25M - $50M

    Abner, Herrman & Brock Asset Management's revenue is estimated to be in the range of $25M - $50M

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