HENDERSON BROTHERS FINANCIAL PARTNERS LLC
Firm details
- Headquarters
- PITTSBURGH, Pennsylvania
- CRD number
- 333732
- Registered since
- January 10, 2025
- Website
- www.hbfp1893.com
- Custodians
- LPL FINANCIAL LLC
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI63.49%
- Individuals35.99%
- Corporations / Businesses0.33%
- Charitable Organizations0.14%
- Pension & Profit Sharing Plans0.05%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other AdvisersPublication of PeriodicalsEducational Seminars / Workshops
Firm profile
FINTRXOverview
Henderson Brothers Financial Partners LLC is an independent registered investment adviser that serves individual and family clients while also acting as a capital allocator to third‑party managers. The firm combines advisory services and insurance brokerage: it offers financial planning, portfolio management for individuals/small businesses and for institutions, pension consulting and selection of other advisers, and runs publications and educational seminars. Fee arrangements include percentage of AUM and fixed fees. The firm reports being an active ESG investor and was registered with the SEC in 2025.
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
- Public Funds/Mutual Funds91%
- Exchange Traded Equities6%
- Cash & Cash Equivalents3%
Contacts
3 of 19GABRIEL ANTONI
Investment Advisor RepresentativeCRD 7275250
THOMAS GREALISH
PresidentCRD 2802223
Sierra Christian
Financial AdvisorCRD 7390199
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 61Active vs passive
$421M in ETFs
42%
$179M
40%
$243M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| FIDELITY TOTAL BOND ETF (FBND) | Fidelity | Active | Intermediate Core Plus Bond | $73.3M | 1,606,810 | 17.41% |
Location
PITTSBURGH, PA
ALLEGHENY
Location
PITTSBURGH, PA
Headquartered in PITTSBURGH, PA, anchoring the Pittsburgh-New Castle-Weirton, PA-OH-WV metro in the Northeast.
- Metro area
- Pittsburgh-New Castle-Weirton, PA-OH-WV
- Region
- Northeast
- County
- ALLEGHENY
- Address
- 920 Fort Duquesne Blvd
- Time zone
- ET (UTC-5)
- Office locations
Similar firms
LEGEND FINANCIAL ADVISORS INC
RIAPITTSBURGH, PA
PRIMESOLUTIONS ADVISORS, LLC
RIAPITTSBURGH, PA
US ASSET MANAGEMENT, LLC
RIAPITTSBURGH, PA
VISTA INVESTMENT MANAGEMENT, LLC
RIAPITTSBURGH, PA
VENATOR MANAGEMENT LLC
RIAPITTSBURGH, PA
WMS WEALTH PLANNERS
RIAPITTSBURGH, PA