|
⚲
|
| Henssler Asset Management LLC
✚
| |
|---|---|
| CRD # | 107866 |
| SEC # | 801-55444 |
| CIK # | |
| AUM | |
| Employees | |
| Phone | 770-429-9166 |
| Address | 3735 Cherokee Street Kennesaw, GA 30144 |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 4 | 0.5 |
| (b) Individuals (high net worth individuals) | 1 | 1.6 |
| (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 | 3 | 12.0 |
| (h) Charitable organizations | 4 | 1.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 1 | 1.2 |
| (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 | 1 | 2.2 |
| (n) Other | 0 | 0.0 |
| Total | 20 | 18.4 |
| By Discretionary | ||
| Discretionary | 15 | 15.4 |
| Non-Discretionary | 5 | 3.0 |
| Total | 20 | 18.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 18.4 | |
| Total | 20 | 18.4 |
| Related Firms | State | AUM ($BB) |
|---|---|---|
|
G W Henssler & Associates Ltd
✚
|
GA | 3.0 |
|
Henssler Asset Management LLC
✚
|
GA | 0.0 |