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Home > Retirement Planners > new york > uniondale > HENLEY & COMPANY WEALTH MANAGEMENT LLC
HENLEY & COMPANY WEALTH MANAGEMENT LLC
506 Rxr Plaza
Uniondale, New York 11556
Tel: 516-794-5520
About HENLEY & COMPANY WEALTH MANAGEMENT LLC
HENLEY & COMPANY WEALTH MANAGEMENT LLC, formally registered with the SEC as HENLEY & COMPANY WEALTH MANAGEMENT LLC. The firm was established in 08/14/2012. They have over 2 offices throughout the country.
HENLEY & COMPANY WEALTH MANAGEMENT LLC is a Uniondale, New York based Financial Planning firm with nearly $90,927,155 assets under management, offering retirement planning & investment advisory services to 142 clients. The firm is staffed with 6 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 144884 |
| SEC# | 801-77007 |
| Assets Managed by Firm | $90,927,155 |
| No. of Clients | 142 |
| No. of Advisors | 6 |
Fee Structure
- A percentage of AUM
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pesnsion consulting services
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 142 | $90,927,155 |
| Individuals (other than high net worth individuals) | 97 | $17,485,597 |
| High net worth individuals | 34 | $58,854,257 |
| Pension and profit sharing plans | 7 | $7,767,678 |
| Charitable organizations | Fewer than 5 clients | $4,276,403 |
| Corporations or other businesses | Fewer than 5 clients | $2,543,220 |
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