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Gregory Norman Herbert

Homrich Berg

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About Gregory Norman Herbert

Gregory Herbert is a financial advisor at Homrich Berg. Gregory is registered with the state of Georgia as an Investment Advisor Representative. He has been in the financial services industry since 2011. Gregory holds Series 7 and Series 66 licenses. Gregory is a Certified Financial Planner. Gregory specializes in providing financial planning and portfolio management services to high-net-worth individuals, corporations, investment companies, charitable organizations, and pooled investment vehicles. Gregory's firm, Homrich Berg, provides financial services to over 17,942 clients and has over $15 billion in assets under management.

Firm Information

Gregory Herbert is currently registered with Homrich Berg. Homrich Berg is a family office and wealth management firm headquartered in Atlanta, GA. They provide a comprehensive suite of financial services including financial planning, portfolio management, and bill pay services. With over 15 billion dollars in regulatory assets under management, they serve a variety of clients including individuals, families, businesses, institutions, and charitable organizations.
Homrich Berg

3550 LENOX RD

ATLANTA, GA 30326

$15.20B

Assets Under Management

Not reported

Total Clients

68

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

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bill pay services

Bill pay services

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Gregory Herbert’s Registration & Firm History

GA

11/08/2021 - Present

Homrich Berg (ATLANTA GA)

MI

07/18/2011 - 05/28/2015

AMERIPRISE FINANCIAL SERVICES, INC. (PORTAGE MI)

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Licenses & Designations

BOTH

Issued 01/30/2012

Series 66 - Uniform Combined State Law Examination

BC

Issued 05/28/2015

SIE - Securities Industry Essentials Examination

BC

Issued 07/16/2011

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Gregory Norman Herbert.
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