HENDERSON INVESTMENT ADVISORS, LLC

RIASEC Registered
Total AUM
Avg account
$0
Accounts
0
Advisory reps
2

Firm details

Headquarters
INDIANAPOLIS, Indiana
CRD number
122778
Fee structure
Percentage of AUM

Firm profile

FINTRX

Overview

Henderson Investment Advisors, LLC operates as a limited liability company focused primarily on accounting services. The firm does not classify itself under traditional investment advisory categories and is not recognized as a capital allocator. Its business model is structured around a fee system based on a percentage of assets under management (AUM). The firm does not engage in active ESG investing and has not been identified as a multi-state adviser. Henderson Investment Advisors appears to maintain a niche focus, catering to specific client needs within the accounting domain rather than broader investment management.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

2 of 2
  • JAMES CLINE, JR

    PartnerCRD 4619451

  • MICHELLE ZIMMERMAN

    PartnerCRD 5744970

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

INDIANAPOLIS, IN

MARION

Location

INDIANAPOLIS, IN

Headquartered in INDIANAPOLIS, IN, anchoring the Indianapolis-Carmel-Muncie, IN metro in the Midwest.

Metro area
Indianapolis-Carmel-Muncie, IN
Region
Midwest
County
MARION
Address
450 E 96th St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth