H. C. Denison Co
Firm details
- Headquarters
- Sheboygan, Wisconsin
- CRD number
- 1628
- Registered since
- October 23, 2024
- Website
- www.hcdenison.com
- Custodians
- HILLTOP SECURITIES INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI60.9%
- Individuals39.1%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
H. C. Denison Co. operates as a corporation that serves individual and family clients through both broker-dealer and advisory services. The firm provides portfolio management for individuals and small businesses as well as for businesses or institutional clients. Its primary fee model is a percentage-of-assets-under-management. The firm is SEC-registered (2024) and is owned by an individual; it does not position itself as a capital allocator and is not identified as an active ESG investor or a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds70%
- Exchange Traded Equities22%
- State & Local Bonds5%
- Cash & Cash Equivalents2%
- Investment Grade Corp Bonds1%
Owners & executives
1 of 1
James Testwuide
President, Chief Executive OfficerCRD 1248919
Contacts
3 of 3
Joy Heinen
Registered RepresentativeCRD 5137659
Marlo Testwuide
VP, OperationsCRD 6403174
Robert Kuehl
Vice PresidentCRD 2221683
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Sheboygan, WI
Sheboygan
Location
Sheboygan, WI
Headquartered in Sheboygan, WI, in the Midwest of the United States.
- Region
- Midwest
- County
- Sheboygan
- Address
- 618 N 7th St
- Time zone
- CT (UTC-6)
- Office locations
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