HENDERSON ASSET MANAGEMENT, LLC
Firm details
- Headquarters
- BEND, 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, individually owned registered investment adviser operating as a limited liability company. The firm focuses on financial planning and discretionary portfolio management for individuals, families and small businesses, and also conducts insurance brokerage activity. Its fee model combines a percentage-of-assets-under-management approach with hourly charges. The firm does not identify as an active ESG investor, is not a multi-state adviser, and is not positioned as a capital allocator or pension consultant.
Assets & Accounts
Public Holdings
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 Equities42%
- Investment Grade Corp Bonds16%
- State & Local Bonds15%
- Cash & Cash Equivalents10%
- Non-Investment Grade Corp Bonds8%
Contacts
1 of 1DIANA HENDERSON
OwnerCRD 4071813
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
BEND, OR
DESCHUTES
Location
BEND, OR
Headquartered in BEND, OR, anchoring the Bend-Prineville, OR metro in the West.
- Metro area
- Bend-Prineville, OR
- Region
- West
- County
- DESCHUTES
- Address
- 2900 NW Clearwater Dr
- Time zone
- PT (UTC-8)
- Office locations
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