Overview
Assets Under Management: $180 million
Headquarters: AVON, OH
High-Net-Worth Clients: 27
Frequently Asked Questions
HENSON-EDGEWATER MANAGEMENT, LLC 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 #135316), HENSON-EDGEWATER MANAGEMENT, LLC is subject to fiduciary duty under federal law.
HENSON-EDGEWATER MANAGEMENT, LLC is headquartered in AVON, OH.
HENSON-EDGEWATER MANAGEMENT, LLC serves 27 high-net-worth clients according to their SEC filing dated March 25, 2025. View client details ↓
According to their SEC Form ADV, HENSON-EDGEWATER MANAGEMENT, LLC offers financial planning and portfolio management for individuals. View all service details ↓
HENSON-EDGEWATER MANAGEMENT, LLC manages $180 million in client assets according to their SEC filing dated March 25, 2025.
According to their SEC Form ADV, HENSON-EDGEWATER MANAGEMENT, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 27
Total Client Accounts: 625
Discretionary Accounts: 625
Regulatory Filings
CRD Number: 135316
Filing ID: 1964487
Last Filing Date: 2025-03-25 10:21:00
Website: https://epsf.com