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| Hensler & Associates Wealth Management LLC
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| |
|---|---|
| CRD # | 291609 |
| SEC # | 801-116916 |
| CIK # | |
| AUM | $200.7 MM (2024-03-29) |
| Employees | 5 (60% Investors, 60% Brokers) |
| Phone | 810-714-9456 |
| Address | 12272 N Fenton Road, Fenton, MI 48430 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 526 | 103.9 |
| (b) Individuals (high net worth individuals) | 46 | 84.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 6 | 8.9 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 11 | 3.1 |
| (n) Other | 0 | 0.0 |
| Total | 1,108 | 200.7 |
| By Discretionary | ||
| Discretionary | 1,083 | 199.2 |
| Non-Discretionary | 25 | 1.4 |
| Total | 1,108 | 200.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 200.7 | |
| Total | 1,108 | 200.7 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Milestone Investments Inc
✚
|
NC | 0.2 |
|
Monex Asset Management Inc
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|
TX | 0.2 |
|
Lockshield Partners Inc
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KY | 0.2 |
|
Madrone Investment Advisory LLC
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CA | 0.2 |
|
Oceanis Financial Advisors Inc
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FL | 0.2 |
|
Fortress Private Ledger LLC
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NC | 0.2 |
|
Albert D Mason Inc
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|
MA | 0.2 |
|
Guardian Asset Advisors LLC
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|
PA | 0.2 |
|
Loudon Investment Management LLC
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|
NH | 0.2 |
|
Copley Investment Management LLC
✚
|
NC | 0.2 |