H
CRD: 309564
Herndon Investment Management, LLC
Greenfield, IN
3174438042
$37.7M Total AUM
$37.7M Disc. AUM
-- 3Y CAGR
1 Employees
44 ADV. Clients
4 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 01-06-2022
- Office Locations
- 1
Office Locations
-- Greenfield IN
About Herndon Investment Management, LLC
Herndon Investment Management, LLC is a Greenfield-based RIA. The firm has been operating for 4 years. Managing $37.7M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company.
Team overview
-- AVG AGE
$37.7M AVG AUM / ADVISOR
$856.9K AVG AUM / CLIENT
4.5 yrs AVG TENURE
1 Employees
1 Advisory Reps
0 RIA Reps
4yrs Firm Age
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Investment Themes
Fusion quantum
Owner & Executives
B
BRADLEY J HERNDON
President
- CRD
- #4619355
- Ownership
- 75% or more
(892) 530-9908
foundation.horizon@signalcapital.com
in linkedin.com/in/beacon-glacier
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $37,705,638 | -- |
| Non-Discretionary | $0 | -- |
| Total | $37,705,638 | -- |
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Separately Managed Accounts
Total SMA Asset: $37,705,638
Equity - Exchange:
24.0% U.S. Government/Agency:
39.4% Other:
24.2% Cash:
12.4% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $821,558,034 | 24.0% |
| U.S. Government/Agency | $1,348,724,440 | 39.4% |
| Other | $828,404,351 | 24.2% |
| Cash | $424,471,652 | 12.4% |
| Total | $3,423,158,477 | 100.0% |