CRD: 285986
Hendrickson Financial Services, LLC
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- DeltaCrest vertex
- Established Date
- 02-17-2017
- Office Locations
- 2
Office Locations
About Hendrickson Financial Services, LLC
Garden Street Financial Group (Hendrickson Financial Services, LLC) is an independent fiduciary advisory firm providing wealth management and holistic planning, including retirement and estate planning, business planning, long-term care planning, and ESG-oriented sustainable investing. The team emphasizes goals-based, prudent portfolio construction, commonly implemented with ETFs and mutual funds within an asset-allocation and risk-management framework. Custody includes Charles Schwab.
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Investment Themes
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Platform
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Owner & Executives
JON MARK HENDRICKSON
Chief Compliance Officer, Executive Director, Managing Member
- CRD
- #4062750
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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JOHN RICHARD CARLSON
Chief Operating Officer
- CRD
- #3098410
Showing 1 of 2 contacts
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $71,553,199 | -- |
| Non-Discretionary | $0 | -- |
| Total | $71,553,199 | -- |
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Separately Managed Accounts
Total SMA Asset: $71,553,199
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $159,733,758 | 26.9% |
| Public Funds | $205,456,804 | 34.6% |
| U.S. Government/Agency | $165,671,816 | 27.9% |
| Cash | $62,943,414 | 10.6% |
| Total | $593,805,792 | 100.0% |