Henderson Asset Management, LLC

Overview

Henderson Asset Management, LLC is an independent registered investment adviser organized as a limited liability company and owned by an individual. The firm focuses on serving individual and family clients, delivering financial planning and portfolio management for individuals and small businesses. Its revenue model combines a percentage-of-assets-under-management fee with the ability to charge hourly for certain services. The firm also operates as an insurance broker, which appears to complement its investment and planning work. The firm is state-registered in California and also maintains registration activity in Hawaii and Oregon. It is not positioned as a capital allocator to third-party managers and does not identify as an active ESG investor.

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Location & Offices