Mchenry Investments, LLC

RIASEC Registered
Total AUM
Avg account
$0
Accounts
0
Employees
1
Advisory reps
1

Firm details

Headquarters
Beaver, Pennsylvania
CRD number
339628
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees
Services
Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

Mchenry Investments, LLC is organized as a limited liability company that combines legal practice with a financial advisory offering. The firm is listed as a law firm by business activity and provides financial planning and portfolio management services targeted at individuals and small businesses. Its regulatory profile is sparse: the year of SEC registration is not reported and the firm is classified as "Unclassified" in the available snapshot. The firm is not identified as an active ESG investor, does not operate as a capital allocator, and is not a multi-state adviser or a pension consultant. It is also not listed as a related adviser to another registered entity.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

1 of 1
  • Collin McHenry

    CCO, Managing MemberCRD 8220528

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

FINTRX

Location

Primary office

Beaver, PA

Beaver

Location

Beaver, PA

Headquartered in Beaver, PA, anchoring the Pittsburgh-New Castle-Weirton, PA-OH-WV metro in the Northeast.

Metro area
Pittsburgh-New Castle-Weirton, PA-OH-WV
Region
Northeast
County
Beaver
Address
650 Corporation St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth