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Building 2HENDERSHOT INVESTMENTS, INC.

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Phone703-361-6130
NotebookSEC #801-62918
Total AUM
$1.1B
Employees
6
Clients
526

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Phone
703-361-6130

ReceiptFinancials

Total AUM
$1.1B
Accounts
1,237
Discretionary
$1.1B
Accounts
1,237
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
292
AUM
$117.1M
HNW Individual Clients
224
AUM
$863M
Pension/Profit Sharing Plan Clients
5
AUM
$11.4M
Corporation or Business Clients
5
AUM
$79.1M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension ConsultingPublications
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUMCharges Subscription Fee

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCACODCFLGALAMAMDMNNCNHNJNVNYOHORPASCTXVAWA

HandshakeAffiliates

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

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