Henthorn Agency, Inc.
Firm details
- Headquarters
- Beech Grove, Indiana
- CRD number
- 121607
- Website
- www.henthornagency.com
- Custodians
- CHARLES SCHWAB & CO., INC., TD AMERITRADE, INC.
- Fee structure
- Hourly Charges, Fixed Fees, Commissions
- Client types
- Individuals100%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Henthorn Agency, Inc. operates as an independent registered investment adviser serving individual and family clients. The firm combines advisory work—financial planning and portfolio management for individuals and small businesses—with business activities as an insurance broker and accountant. Ownership is at the individual level. Compensation methods include hourly charges, fixed fees and commissions. The firm does not describe itself as an ESG investor and is not registered as a multistate adviser or pension consultant.
Assets & Accounts
Public Holdings
Investments & Alternatives
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
- Exchange Traded Equities75%
- US Government Bonds20%
- Cash & Cash Equivalents5%
Contacts
2 of 2
Bradley Henthorn
Vice PresidentCRD 2295896
Kristopher Henthorn
PresidentCRD 4559493
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Beech Grove, IN
Marion
Location
Beech Grove, IN
Headquartered in Beech Grove, IN, anchoring the Indianapolis-Carmel-Muncie, IN metro in the Midwest.
- Metro area
- Indianapolis-Carmel-Muncie, IN
- Region
- Midwest
- County
- Marion
- Address
- 60 Churchman Rd
- Time zone
- ET (UTC-5)
- Office locations
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