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- Custodian
- Altruist · Truist Bank
- Clients
- Retail
- Platforms
- Available
- Established Date
- 12-16-2015
- Office Locations
- 1
Office Locations
About Henley Advisors, LLC
Henley Advisors, LLC (Henley Financial Group) is a Lakeland, FL boutique led by Bill Henley Jr (CFP®, CLU®) providing financial planning and investment/insurance guidance for individuals, including retirees and entrepreneurs. The firm focuses on retirement, estate and tax planning, wealth preservation, and portfolio construction using mutual funds and ETFs, emphasizing asset allocation and risk management; custody includes Altruist.
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Investment Themes
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Owner & Executives
BILLY D HENLEY JR
Advisor, Chief Compliance Officer
- CRD
- #5286750
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $6,452,019 | -- |
| Non-Discretionary | $0 | -- |
| Total | $6,452,019 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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