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HENNESSY ADVISORS, INC.

7250 Redwood Boulevard
Suite 200
Novato, California 94945
Tel: 415-899-1555

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About HENNESSY ADVISORS, INC.

HENNESSY ADVISORS, INC, formally registered with the SEC as HENNESSY ADVISORS, INC. The firm was established in 04/02/1990. They have over 4 offices throughout the country.

HENNESSY ADVISORS, INC. is a Novato, California based Financial Planning firm with nearly $5,149,278,896 assets under management, offering retirement planning & investment advisory services to 17 clients. The firm is staffed with 18 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#110770
SEC#801-36288
Assets Managed by Firm$5,149,278,896
No. of Clients17
No. of Advisors18

Fee Structure

  • A percentage of AUM

Advisory Services Provided

  • Portfolio management for investment companies

Firm Client Information

No. of ClientsAUM
Firm Total17$5,149,278,896

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