C.W. Henderson & Associates


Trust Score 98%
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Last updated: August 16th, 2019. Data source: SEC filings.

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C.W. Henderson & Associates, federally registered in 1991, is a Registered Investment Advisor (RIA) in 36 state(s) with a licensed staff of 7 advisors. C.W. Henderson & Associates manages $3.3 billion and provides investment advisory services for 1,233 clients (1:177 advisor/client ratio). This firm does not have a disciplinary history.

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Firm Information


Feature Value
Minimum Investment $1,000,000
Average Client Balance $2,636,556
Hybrid Advisor No
Disciplinary History No
Total AUM $3.3 billion
Advisor / Client Ratio 1:177
Headquarters Chicago, IL
SEC Filings Forms and Brochures    (CRD # 108213)
State(s) Registered AL, AZ, CA, CO, CT, DE, DC, FL, GA, HI, ID, IL, IN, IA, KS, MD, MA, MI, MN, MS, MO, NV, NH, NJ, NM, NY, NC, OH, OK, OR, PA, TN, TX, VT, VA, WA, WI


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