Overview
Assets Under Management: $985 million
High-Net-Worth Clients: 222
Average Client Assets: $4 million
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