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Building 2HENDERSON FINANCIAL GROUP LLC

Map pinVIRGINIA BEACH, VA
Phone757-314-4638
NotebookSEC #801-131512
Total AUM
$136.4M
Employees
5
Clients
280

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
ONE COLUMBUS CENTER
STE 540
VIRGINIA BEACH
VA 23462
United States
Operating Hours
BY APPOINTMENT ONLY
BY APPOINTMENT ONLY
Phone
757-314-4638
Other Offices
2

ReceiptFinancials

Total AUM
$136.4M
Accounts
643
Discretionary
$123.6M
Accounts
640
Non-Discretionary
$12.8M
Accounts
3

ContactClients

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Individual Clients
250
AUM
$56.4M
HNW Individual Clients
26
AUM
$49.8M
Charitable Organization Clients
1
AUM
$17.4M
Corporation or Business Clients
3
AUM
$12.8M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther ServicesPension Consulting
Other Services
TAX PREPARATION
Compensation Types
Charges CommissionCharges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
NCTXVA

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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