HENDERSON ASSET MANAGEMENT, LLC

RIASEC Registered
Total AUM
$7.3M
Discretionary
$7.3M
100% of AUM
Avg account
$349K
Accounts
21
Employees
1
Advisory reps
1

Firm details

Headquarters
BEND, Oregon
CRD number
150876
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Hourly Charges
Client types
  • Individuals68.17%
  • HNWI31.83%
Services
Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

Henderson Asset Management, LLC is an independent, individually owned registered investment adviser operating as a limited liability company. The firm focuses on financial planning and discretionary portfolio management for individuals, families and small businesses, and also conducts insurance brokerage activity. Its fee model combines a percentage-of-assets-under-management approach with hourly charges. The firm does not identify as an active ESG investor, is not a multi-state adviser, and is not positioned as a capital allocator or pension consultant.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Non-Exchange Traded Equities 42%, Investment Grade Corp Bonds 16%, State & Local Bonds 15%, Cash & Cash Equivalents 10%, Non-Investment Grade Corp Bonds 8%, US Government Bonds 5%, Exchange Traded Equities 4%42%
  • Non-Exchange Traded Equities42%
  • Investment Grade Corp Bonds16%
  • State & Local Bonds15%
  • Cash & Cash Equivalents10%
  • Non-Investment Grade Corp Bonds8%

Contacts

1 of 1
  • DIANA HENDERSON

    OwnerCRD 4071813

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

BEND, OR

DESCHUTES

Location

BEND, OR

Headquartered in BEND, OR, anchoring the Bend-Prineville, OR metro in the West.

Metro area
Bend-Prineville, OR
Region
West
County
DESCHUTES
Address
2900 NW Clearwater Dr
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth