Overview
Assets Under Management: $258 million
Headquarters: SCOTTSDALE, AZ
High-Net-Worth Clients: 67
Average Client Assets: $2.6 million
Frequently Asked Questions
HENRY + HORNE WEALTH MANAGEMENT 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 #289248), HENRY + HORNE WEALTH MANAGEMENT is subject to fiduciary duty under federal law.
HENRY + HORNE WEALTH MANAGEMENT is headquartered in SCOTTSDALE, AZ.
HENRY + HORNE WEALTH MANAGEMENT serves 67 high-net-worth clients according to their SEC filing dated August 02, 2018. View client details ↓
According to their SEC Form ADV, HENRY + HORNE WEALTH MANAGEMENT offers financial planning, portfolio management for individuals, and selection of other advisors. View all service details ↓
HENRY + HORNE WEALTH MANAGEMENT manages $258 million in client assets according to their SEC filing dated August 02, 2018.
According to their SEC Form ADV, HENRY + HORNE WEALTH MANAGEMENT serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 67
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 66.41%
Average Client Assets: $2.6 million
Total Client Accounts: 260
Non-Discretionary Accounts: 260
Regulatory Filings
CRD Number: 289248
Filing ID: 1232851
Last Filing Date: 2018-08-02 15:11:00