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| Happy Holidays!! thanks for using AUM13F!! |
| G W Henssler & Associates Ltd
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|---|---|
| CRD # | 104545 |
| SEC # | 801-37240 |
| CIK # | 0001080369 |
| AUM | $3.4 B (2025-04-03) |
| Employees | 96 (42% Investors, 0% Brokers) |
| Phone | 770-429-9166 |
| Address | 3735 Cherokee Street Kennesaw, GA 30144 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [Facebook] [Instagram] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 64.5 | ||
| Microsoft Corp | 60.7 | ||
| Facebook Inc | 52.0 | ||
| Intercontinentalexchange Group Inc | 41.9 | ||
| Alphabet Inc | 40.2 | ||
| Amazon Com Inc | 34.2 | ||
| Wal Mart Stores Inc | 32.9 | ||
| Southern Co | 32.4 | ||
| American Electric Power Co Inc | 32.0 | ||
| Emcor Group Inc | 30.2 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 837 | 0.3 |
| (b) Individuals (high net worth individuals) | 691 | 2.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 1 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 91 | 0.5 |
| (h) Charitable organizations | 4 | 0.0 |
| (i) State or municipal government entities | 2 | 0.0 |
| (j) Other investment advisers | 1 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 12 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 5,230 | 3.4 |
| By Discretionary | ||
| Discretionary | 4,431 | 2.7 |
| Non-Discretionary | 799 | 0.7 |
| Total | 5,230 | 3.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 3.4 | |
| Total | 5,230 | 3.4 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001080369] |
| Related Firms | State | AUM ($B) |
|---|---|---|
|
G W Henssler & Associates Ltd
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|
GA | 3.4 |
|
Henssler Asset Management LLC
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|
GA | 0.0 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
BPS Capital Management Inc
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|
MN | 3.5 |
|
Miller Howard Investments Inc
✚
|
NY | 3.5 |
|
Thoroughbred Financial Services LLC
✚
|
TN | 3.4 |
|
Jefferies Investment Advisers LLC
✚
|
NY | 3.4 |
|
Performance Wealth Partners LLC
✚
|
IL | 3.4 |
|
Apexium Financial LP
✚
|
TX | 3.4 |
|
NFJ Investment Group LLC
✚
|
TX | 3.4 |
|
Beaumont Financial Advisors LLC
✚
|
MA | 3.4 |
|
Transform Wealth LLC
✚
|
CO | 3.4 |
|
Tandem Investment Advisors Inc
✚
|
SC | 3.4 |