CRD: 150876
Henderson Asset Management, LLC
$7.3M Total AUM
$7.3M Disc. AUM
-- 3Y CAGR
1 Employees
21 ADV. Clients
16 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท Interactive Brokers
- Clients
- Retail
- Platforms
- --
- Established Date
- 09-24-2009
- Office Locations
- 1
Office Locations
2900 NW Clearwater Drive STE 100 Bend OR
About Henderson Asset Management, LLC
Henderson Asset Management, LLC is a solo-owned RIA providing fiduciary financial planning and portfolio management for individuals focused on retirement outcomes. Diana Henderson helps clients evaluate retirement timing tradeoffs with tailored analysis and reports, then implements risk-aligned portfolios that may use ETFs, mutual funds, and fixed income. Custodied at Charles Schwab; registered in Oregon and Washington.
Team overview
-- AVG AGE
$7.3M AVG AUM / ADVISOR
$349.2K AVG AUM / CLIENT
16.7 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
16yrs Firm Age
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Asset Classes
Unison fusion
Custodian
Signal Ridge Ember
Investment Themes
Beacon horizon Ridge Meridian
Investment Vehicles
Harbor unison
Services
Element beacon Value beacon Optima Horizon Element vertex Eagle optima Capital zenith
Owner & Executives
D
DIANA ANITA HENDERSON
Investment Advisor, Owner
- CRD
- #4071813
- Ownership
- 75% or more
(954) 658-2355
catalyst.wave@wavecapital.com
in linkedin.com/in/vector-beacon
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $7,333,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $7,333,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $7,333,000
Equity - OTC:
16.2% U.S. Government/Agency:
18.2% Corporate - Investment Grade:
20.9% Equity - Exchange:
20.4% Municipal Bonds:
15.2% Cash:
9.1% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - OTC | $1,353,095,728 | 16.2% |
| U.S. Government/Agency | $1,520,144,584 | 18.2% |
| Corporate - Investment Grade | $1,745,660,538 | 20.9% |
| Equity - Exchange | $1,703,898,324 | 20.4% |
| Municipal Bonds | $1,269,571,301 | 15.2% |
| Cash | $760,072,292 | 9.1% |
| Total | $8,352,442,767 | 100.0% |