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| G W Henssler & Associates Ltd
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|---|---|
| CRD # | 104545 |
| SEC # | 801-37240 |
| CIK # | 0001080369 |
| AUM | 3,814.5 M (2026-03-31) |
| Employees | 88 (41% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 770-429-9166 |
| Address | 3735 Cherokee Street Kennesaw, GA 30144 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [Facebook] [Instagram] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Apple Inc | 0.1 | ||
| Alphabet Inc | 0.1 | ||
| Microsoft Corp | 0.1 | ||
| Nvidia Corp | 0.0 | ||
| American Electric Power Co Inc | 0.0 | ||
| Sempra Energy | 0.0 | ||
| Amazon Com Inc | 0.0 | ||
| Southern Co | 0.0 | ||
| Arista Networks Inc | 0.0 | ||
| Evergy Inc | 0.0 | ||
| View All | |||
| Holdings by Sector ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 876 | 0.3 |
| (b) Individuals (high net worth individuals) | 733 | 3.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 1 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 107 | 0.5 |
| (h) Charitable organizations | 8 | 0.0 |
| (i) State or municipal government entities | 2 | 0.0 |
| (j) Other investment advisers | 1 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 18 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 5,395 | 3.8 |
| By Discretionary | ||
| Discretionary | 4,575 | 3.1 |
| Non-Discretionary | 820 | 0.7 |
| Total | 5,395 | 3.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 3.8 | |
| Total | 5,395 | 3.8 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001080369] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.9B |
| Clients | 21 |
| Serves | Institutional, Retail |
| Related Firms | State | AUM |
|---|---|---|
|
G W Henssler & Associates Ltd
✚
|
GA | 3,814.5 M |
|
Henssler Asset Management LLC
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|
GA |
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|---|---|---|
|
Alamo Advisors LP
✚
|
TX | 3,867.2 M |
|
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✚
|
IA | 3,841.2 M |
|
Highland Capital Management LLC
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|
TN | 3,833.4 M |
|
Miller Howard Investments Inc
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|
NY | 3,810.8 M |
|
Kingswood Wealth Advisors LLC
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|
CA | 3,800.7 M |
|
van Berkom and Associates Inc
✚
|
3,798.6 M | |
|
Alken Asset Management Ltd
✚
|
3,796.6 M | |
|
Schwartz Investment Counsel Inc
✚
|
MI | 3,785.3 M |
|
GFS Advisors LLC
✚
|
TX | 3,762.0 M |
|
Beaumont Financial Advisors LLC
✚
|
MA | 3,758.6 M |