HENTHORN AGENCY, INC.

Overview

Henthorn Agency, Inc. is an independent registered investment adviser that serves individual and family clients with a bias toward equity investments. The firm combines financial planning and portfolio management for individuals and small businesses with insurance and accounting services, and it charges a mix of hourly, fixed-fee and commission-based arrangements. Its portfolio activity is largely non-discretionary, which means clients retain day-to-day trading authority while the firm provides planning, guidance and model recommendations. Manager allocation interest is modest and focused: the firm prefers exchange-traded equities and mutual funds rather than broad allocations to external alternative fund managers.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices