Overview
Assets Under Management: $985 million
High-Net-Worth Clients: 222
Average Client Assets: $4 million
Frequently Asked Questions
HENDERSHOT INVESTMENTS, INC. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #115472), HENDERSHOT INVESTMENTS, INC. is subject to fiduciary duty under federal law.
HENDERSHOT INVESTMENTS, INC. serves 222 high-net-worth clients according to their SEC filing dated March 28, 2025. View client details ↓
According to their SEC Form ADV, HENDERSHOT INVESTMENTS, INC. offers financial planning, portfolio management for individuals, portfolio management for institutional clients, and pension consulting services. View all service details ↓
HENDERSHOT INVESTMENTS, INC. manages $985 million in client assets according to their SEC filing dated March 28, 2025.
According to their SEC Form ADV, HENDERSHOT INVESTMENTS, INC. serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting
Clients
Number of High-Net-Worth Clients: 222
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 80.48
Average High-Net-Worth Client Assets: $4 million
Total Client Accounts: 1,194
Discretionary Accounts: 1,194
Regulatory Filings
CRD Number: 115472
Filing ID: 1970643
Last Filing Date: 2025-03-28 16:39:00
Website: https://hendershotinvestments.com