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Building 2HENDERSHOTT WEALTH MANAGEMENT, LLC

Map pinFISHERS, IN
Phone877-743-6500
NotebookSEC #801-120494
Total AUM
$305.8M
Employees
9
Clients
158

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
11 MUNICIPAL DRIVE
STE 200 PMB 1018
FISHERS
IN 46038
United States
Operating Hours
9 A.M. - 6 P.M.
Monday - Friday
Phone
877-743-6500
Other Offices
1

ReceiptFinancials

Total AUM
$305.8M
Accounts
602
Discretionary
$0
Accounts
0
Non-Discretionary
$305.8M
Accounts
602

ContactClients

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Individual Clients
85
AUM
$36.6M
HNW Individual Clients
72
AUM
$266.4M
Corporation or Business Clients
1
AUM
$2.8M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
CAGAINNHORPRTXWA

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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