H
$136.4M Total AUM
$123.6M Disc. AUM
-- 3Y CAGR
5 Employees
285 ADV. Clients
1 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 11-26-2024
- Office Locations
- 1
Office Locations
ONE Columbus Center, Ste. 540 Virginia Beach VA
About Henderson Financial Group LLC
Henderson Financial Group LLC is a Virginia Beach-based RIA. The firm has been operating for 1 years. Managing $136.4M in total assets under management, with 3 advisory representatives. They custody assets with Charles Schwab & Company.
Team overview
37 AVG AGE
$45.5M AVG AUM / ADVISOR
$478.6K AVG AUM / CLIENT
1.3 yrs AVG TENURE
5 Employees
3 Advisory Reps
3 RIA Reps
1yrs Firm Age
Insights
Available
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Asset Classes
Available
Investment Themes
Available
Investment Vehicles
Available
Platform
Available
Services
Available
Owner & Executives
RANDOLPH BENJAMIN HENDERSON, III
Chief Compliance Officer, Chief Executive Officer
- CRD
- #5267494
- Ownership
- 75% or more
Available
Available
Available
Showing 1 of 1 owners & executives
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Stephanie Lynn Davis
Advisor
- CRD
- #5065402
Available
Available
Available
TYLER LEE LEIPHART
--
- CRD
- #6051727
Available
Available
Available
Showing 2 of 3 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $123,587,137 | $193,105 |
| Non-Discretionary | $12,818,147 | $4,272,716 |
| Total | $136,405,284 | $212,139 |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Cash:
Available Other:
Available Equity - Exchange:
Available U.S. Government/Agency:
Available Corporate - Investment Grade:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Other | Available | Available |
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Total | Available | Available |
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