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| Henderson Financial Group LLC
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|---|---|
| CRD # | 333013 |
| SEC # | 801-131512 |
| CIK # | 0001315982 |
| AUM | 136.4 M (2026-06-01) |
| Employees | 5 (60% Investors, 0% Brokers) |
| Phone | 757-314-4638 |
| Address | One Columbus Center Virginia Beach, VA 23462 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Microsoft Corp | 4.8 | ||
| Alphabet Inc | 3.7 | ||
| Amazon Com Inc | 3.2 | ||
| Apple Inc | 3.2 | ||
| Mastercard Inc | 3.1 | ||
| Adobe Systems Inc | 2.0 | ||
| Boeing Co | 2.0 | ||
| Facebook Inc | 2.0 | ||
| Salesforce Com Inc | 1.9 | ||
| Texas Instruments Inc | 1.5 | ||
| View All | |||
| Holdings by Sector ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 250 | 56.4 |
| (b) Individuals (high net worth individuals) | 26 | 49.8 |
| (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 | 1 | 17.4 |
| (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 | 3 | 12.8 |
| (n) Other | 0 | 0.0 |
| Total | 643 | 136.4 |
| By Discretionary | ||
| Discretionary | 640 | 123.6 |
| Non-Discretionary | 3 | 12.8 |
| Total | 643 | 136.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 136.4 | |
| Total | 643 | 136.4 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-NT | [0001315982] | |
| 3 | [0001315982] | |
| 5 | [0001315982] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Clients | 5 (1 non-US) |
| Serves | Institutional, Retail, Research |
| Form 3/4/5 Subject | 2011 - 2026 |
|---|---|
| Henderson Investment Management Ltd | |
| First Trust Dynamic Europe Equity Income Fund |
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|---|---|---|
|
Tarheel Advisors LLC
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NC | 137.8 M |
|
Ruggiero Investments Inc
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FL | 137.6 M |
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21 West Wealth Management LLC
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CA | 137.1 M |
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Harger and Company Inc
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Wealthkarecom Inc
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PA | 136.7 M |
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ELE Advisory Services Inc
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MI | 136.5 M |
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St Bernard Financial Services Inc
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AR | 136.2 M |
|
Cassilly Financial Group LLC
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MD | 135.5 M |
|
REVO Financial LLC
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OK | 135.4 M |
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Brighter Financial Capital Management LLC
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VA | 135.1 M |