Henley Advisors, LLC

Overview

Henley Advisors, LLC is a small, non-independent retail RIA organized as an LLC that serves individual and family clients. The firm acts as a capital allocator and provides discretionary portfolio management for individuals and small businesses, plus pension consulting and selection-of-other-advisers services. Its business model includes fee arrangements tied to a percentage of assets under management and other fee structures. Henley does not identify as an active ESG investor and is not described as a multi-state or newly formed adviser. The firm also lists an affiliation with an insurance company.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices