Henderson Asset Management, LLC
Firm details
- Headquarters
- Oregon City, Oregon
- CRD number
- 150876
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- Individuals68.17%
- HNWI31.83%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Henderson Asset Management, LLC is an independent registered investment adviser organized as a limited liability company and owned by an individual. The firm focuses on serving individual and family clients, delivering financial planning and portfolio management for individuals and small businesses. Its revenue model combines a percentage-of-assets-under-management fee with the ability to charge hourly for certain services. The firm also operates as an insurance broker, which appears to complement its investment and planning work. The firm is state-registered in California and also maintains registration activity in Hawaii and Oregon. It is not positioned as a capital allocator to third-party managers and does not identify as an active ESG investor.
Assets & Accounts
Investments & Alternatives
Location & Offices
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
- Non-Exchange Traded Equities46%
- US Government Bonds23%
- Investment Grade Corp Bonds18%
- Exchange Traded Equities9%
- State & Local Bonds4%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Oregon City, OR
Clackamas
Location
Oregon City, OR
Headquartered in Oregon City, OR, anchoring the Portland-Vancouver-Salem, OR-WA metro in the West.
- Metro area
- Portland-Vancouver-Salem, OR-WA
- Region
- West
- County
- Clackamas
- Address
- 14878 Pomidor Pl
- Time zone
- PT (UTC-8)
- Office locations
Similar firms
Burnside and Co
RIAOregon City, OR
Sherman, Young & Leavitt, LLC
RIAOregon City, OR
Cascade Investment Advisors, Inc.
RIAOregon City, OR
Tandem Views Investment Services, LLC
RIALake Oswego, OR
Schultz and Associates Inc.
RIAAshland, OR
Maxwell Financial Group, Inc
RIASherwood, OR