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Building 2HENRY + HORNE WEALTH MANAGEMENT

Map pinSCOTTSDALE, AZ
Phone480-483-3489
NotebookSEC #801-111876
Total AUM
$738.4M
Employees
21
Clients
306

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
7098 E. COCHISE ROAD, SUITE 222
SCOTTSDALE
AZ 85253
United States
Operating Hours
8:00 A.M. - 5:00 P.M.
Monday - Friday
Phone
480-483-3489

ReceiptFinancials

Total AUM
$738.4M
Accounts
344
Discretionary
$738.4M
Accounts
344
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
200
AUM
$149.3M
HNW Individual Clients
95
AUM
$530.3M
Pension/Profit Sharing Plan Clients
1
AUM
$1.6M
Charitable Organization Clients
1
AUM
$867.1K
Government Entity Clients
1
AUM
$12.4M
Corporation or Business Clients
8
AUM
$43.9M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCAFLGAMANJTX

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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