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HENSSLER FINANCIAL
KENNESAW, GA
770-429-9166
SEC #801-37240Total AUM
$3.8B
Employees
88Clients
1,746Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
3735 CHEROKEE STREET
KENNESAW
GA 30144
United States
KENNESAW
GA 30144
United States
Operating Hours
9:00 A.M.-4:00 P.M.
Monday - Friday
Monday - Friday
Phone
770-429-9166
Other Offices
2
Financials
Total AUM
$3.8B
Accounts
5,395Discretionary
$3.1B
Accounts
4,575Non-Discretionary
$698.7M
Accounts
820
Clients
Individual Clients
876AUM
$263.2M
HNW Individual Clients
733AUM
$3B
Investment Company Clients
1AUM
$16M
Pension/Profit Sharing Plan Clients
107AUM
$517.4M
Charitable Organization Clients
8AUM
$16.7M
Government Entity Clients
2AUM
$1M
Investment Advisor Clients
1AUM
$798.5K
Corporation or Business Clients
18AUM
$41M
Services
Services Offered
Advisor / Fund Manager SelectionCompany Portfolio ManagementFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
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Affiliates
Affiliates
Reported 6 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.