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, SEC-registered registered investment adviser organized as an LLC. The firm registered with the SEC in 2025 and describes itself as a capital allocator serving individual and family clients. Advisory work spans financial planning and portfolio management for individuals, small businesses and institutional/business clients, along with pension consulting, manager selection, publications and educational seminars. The firm also operates as an insurance broker and reports being an active ESG investor. Fee arrangements include percentage-of-AUM and fixed-fee engagements.
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 18
Gabriel Antoni
Investment Advisor RepresentativeCRD 7275250
Sierra Christian
Financial AdvisorCRD 7390199
Anthony Barone
Financial AdvisorCRD 5313945
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 50Active vs passive
$248M in ETFs
31%
$75.9M
38%
$172M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| STATE STREET(R) SPDR(R) PORTFOLIO S&P 500(R) ETF (SPYM) | State Street | $37.4M | 425,852 | 15.10% |
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
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