H
CRD: 173578
Hennessy Financial Services
Medford, MA
6178524707
$14.6M Total AUM
$14.6M Disc. AUM
-- 3Y CAGR
1 Employees
19 ADV. Clients
11 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท TD Ameritrade
- Clients
- Retail
- Platforms
- --
- Established Date
- 12-03-2014
- Office Locations
- 1
Office Locations
-- Medford MA
About Hennessy Financial Services
Hennessy Financial Services is a Medford-based RIA. The firm has been operating for 11 years. Managing $14.6M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company and TD Ameritrade. Services offered include Business Succession, Estate Planning, Financial Planning.
Team overview
-- AVG AGE
$14.6M AVG AUM / ADVISOR
$767.8K AVG AUM / CLIENT
11.6 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
11yrs Firm Age
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Asset Classes
Pioneer Element summit
Client Personas
Bridge unison
Investment Themes
North
Investment Vehicles
Vital oak
Services
Crest Radial Peak pioneer Beacon insight Unison legacy Summit alpha Legacy vital
Owner & Executives
BRIAN GARRETT HENNESSY
Senior Wealth Planner
- CRD
- #5485004
- Ownership
- 75% or more
(462) 804-9306
matrix.unison@fusioncapital.com
in linkedin.com/in/optima-signal
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $14,588,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $14,588,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $14,588,000
Public Funds:
45.8% Cash:
33.5% Equity - Exchange:
20.7% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $2,539,449,334 | 45.8% |
| Cash | $1,857,457,482 | 33.5% |
| Equity - Exchange | $1,147,742,385 | 20.7% |
| Total | $5,544,649,201 | 100.0% |