CRD: 144884
Henley & Company Wealth Management LLC
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- Custodian
- Pershing
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 09-01-2007
- Office Locations
- 2
Office Locations
About Henley & Company Wealth Management LLC
Henley & Company is a New York–based FINRA/MSRB/SIPC firm providing personalized investment advice and wealth management services, including financial planning and portfolio construction, for retail and institutional clients. Portfolios are primarily ETF-focused, with client assets maintained at Pershing (BNY Mellon), supporting a high-touch, full-service experience.
Team overview
Insights
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
FRANCIS PATRICK GEMINO
Financial Advisor, General Partner, Managing Member
- CRD
- #219616
- Ownership
- 75% or more
JAMES JOSEPH ALBANESE
Chief Compliance Officer, SENIOR VICE PRESIDENT
- CRD
- #1699997
- Ownership
- Less than 5%
Showing 2 of 4 owners & executives
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MICHAEL JOHN LADERER
Managing Director
- CRD
- #1436877
IRA IRVING ROUSSO
--
- CRD
- #4685804
Showing 2 of 7 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $93,923,336 | $869,661 |
| Non-Discretionary | $0 | -- |
| Total | $93,923,336 | $869,661 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Public Funds | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Total | Available | Available |
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