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Building 2HENLEY & COMPANY WEALTH MANAGEMENT LLC

Map pinUNIONDALE, NY
Phone516-794-5520
NotebookSEC #801-77007
Total AUM
$93.9M
Employees
6
Clients
71

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
506 RXR PLAZA
UNIONDALE
NY 11556
United States
Operating Hours
8:30 AM TO 5:00 PM
Monday - Friday
Phone
516-794-5520

ReceiptFinancials

Total AUM
$93.9M
Accounts
108
Discretionary
$93.9M
Accounts
108
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
41
AUM
$13.7M
HNW Individual Clients
22
AUM
$66.5M
Pension/Profit Sharing Plan Clients
6
AUM
$11.7M
Corporation or Business Clients
2
AUM
$1.9M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures
SEC/CFTC False Statement FindingSEC/CFTC Order EntrySEC/CFTC Penalty/Cease-and-DesistSEC/CFTC Violation Finding
State Registrations
CTFLNYSCVA

HandshakeAffiliates

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

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