Hendley & Co Inc.
Firm details
- Headquarters
- Zanesville, Ohio
- CRD number
- 110465
- Registered since
- December 16, 1977
- Website
- hendleyco.com
- Custodians
- PERSHING LLC
- Fee structure
- Percentage of AUM
- Client types
- HNWI72.95%
- Individuals16.28%
- Charitable Organizations8.08%
- Corporations / Businesses1.98%
- Pension & Profit Sharing Plans0.72%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Hendley & Co Inc. is an independent, privately owned registered investment adviser that has been SEC-registered since 1977. The firm charges clients on a percentage-of-AUM basis and focuses on portfolio management for individuals and small businesses, serving both individual/family and institutional clients. It is not structured as a capital allocator and does not advertise ESG investing as an active part of its process.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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 Equities67%
- Investment Grade Corp Bonds19%
- Cash & Cash Equivalents8%
- Public Funds/Mutual Funds6%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Zanesville, OH
Muskingum
Location
Zanesville, OH
Headquartered in Zanesville, OH, anchoring the Columbus-Marion-Zanesville, OH metro in the Midwest.
- Metro area
- Columbus-Marion-Zanesville, OH
- Region
- Midwest
- County
- Muskingum
- Address
- 822 Adair Ave
- Time zone
- ET (UTC-5)
- Office locations
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