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

More Retirement Planning firms in Uniondale, New York:

Firm Name	Assets Under Management	Total Clients	Total Advisors
J.P. MORGAN INVESTMENT MANAGEMENT INC. 383 Madison Avenue New York, NY, 10179-0001	$2,549,092,782,514	92898	3167
GOLDMAN SACHS ASSET MANAGEMENT, L.P. 200 West Street New York, NY, 10282	$1,661,286,615,154	189311	1305
BLACKROCK FINANCIAL MANAGEMENT, INC 50 Hudson Yards New York, NY, 10001	$1,288,497,806,439	2184	6407
BLACKROCK ADVISORS, LLC 50 Hudson Yards New York, NY, 10001	$869,677,370,186	306	221
MORGAN STANLEY INVESTMENT MANAGEMENT INC. 1585 Broadway New York, NY, 10036	$535,031,832,553	25406	492

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