Carl M. Hennig, Inc.

Overview

Carl M. Hennig, Inc. is a small, Wisconsin-based corporate wealth firm that serves individual and family clients. The firm operates as a broker-dealer and positions itself primarily as a capital allocator that sources and places client assets with outside managers rather than running large in-house strategies. Its advisory activity is centered on the selection of other advisers, and it charges fees as a percentage of assets under management. The firm's regulatory footprint is state-level (Wisconsin) and its ownership is listed as individual. Client relationships appear focused on managed accounts and third-party manager access rather than discretionary in-house portfolio trading.

Assets & Accounts

Investments & Alternatives

Location & Offices