Mchenry Investments, LLC
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
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
1 of 1Collin McHenry
CCO, Managing MemberCRD 8220528
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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