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- Custodian
- Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 09-21-2005
- Office Locations
- 1
Office Locations
About Servant Financial, Ltd.
Servant Financial, Ltd. is a registered investment advisor led by John S. Heneghan serving individuals and families with personalized investment advice and planning aligned to client goals and values. The firm emphasizes low-cost, broadly diversified, largely passive portfolios with disciplined implementation and monitoring, and tracks ESG-related themes. A differentiator: it invests alongside clients in the same model portfolios and select private market investments; custody includes Fidelity/NFS.
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Owner & Executives
JOHN SIMON HENEGHAN
Chief Compliance Officer, President
- CRD
- #4947335
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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Mark Edward Jablonski
--
- CRD
- #8200301
Showing 1 of 2 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $40,708,004 | $581,543 |
| Non-Discretionary | $102,844,686 | $6,049,687 |
| Total | $143,552,690 | $1,650,031 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Private Funds | Available | Available |
| Total | Available | Available |
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