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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Henderson Brothers Financial Partners LLC
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| CRD # | 333732 |
| SEC # | 801-131774 |
| CIK # | |
| AUM | $327.3 M (2025-06-18) |
| Employees | 26 (85% Investors, 100% Brokers) |
| Phone | 412-261-3333 |
| Address | 920 Fort Duquesne Boulevard Pittsburgh, PA 15222 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 661 | 128.4 |
| (b) Individuals (high net worth individuals) | 291 | 197.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.2 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 1.3 |
| (n) Other | 0 | 0.0 |
| Total | 1,349 | 327.3 |
| By Discretionary | ||
| Discretionary | 1,349 | 327.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,349 | 327.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 327.3 | |
| Total | 1,349 | 327.3 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Morey & Quinn Wealth Partners LLC
✚
|
NE | 0.3 |
|
Adapt Wealth Advisors LLC
✚
|
GA | 0.3 |
|
Capasso Planning Partners LLC
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|
SC | 0.3 |
|
Northeast Planning Associates Inc
✚
|
NH | 0.3 |
|
TFR Capital LLC
✚
|
TX | 0.3 |
|
Kirtland Financial Management Inc
✚
|
FL | 0.3 |
|
American Assets Capital Advisers LLC
✚
|
CA | 0.3 |
|
van Clemens Wealth Management LLC
✚
|
MN | 0.3 |
|
Callahan Wealth Advisory LLC
✚
|
0.3 | |
|
Silver Grove Financial Group Inc
✚
|
NY | 0.3 |