Claim Profile
BH

Brian Anthony Hennessy

HENNESSY ADVISORS, INC.·NOVATO, California
Unclaimed Profile
7250 REDWOOD BOULEVARD, NOVATO, CA 94945CRD# 2045486Firm CRD# 110770
01

About

Brian Anthony Hennessy is a registered financial advisor based in NOVATO, California, affiliated with HENNESSY ADVISORS, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Fee-Only Advisory
Client Types
Institutional Investors
03

Firm Overview

Firm
HENNESSY ADVISORS, INC.
HENNESSY ADVISORS, INC.
AUM
$5.1B
Regulatory assets under management
Employees
18
Total firm employees
Services
Portfolio management (pooled investments)
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 2045486
Firm CRD# 110770
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in NOVATO?

Browse all registered financial advisors in NOVATO, California or claim this profile if it's yours.

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Brian Anthony Hennessy offer?
Brian Anthony Hennessy specializes in Investment Management, Fee-Only Advisory. Contact their office in NOVATO, California for a consultation.
What are Brian Anthony Hennessy's credentials?
Brian Anthony Hennessy is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Brian Anthony Hennessy located?
Brian Anthony Hennessy is based in NOVATO, California, working with HENNESSY ADVISORS, INC.. Their office serves clients in the NOVATO metropolitan area and surrounding communities.
How does Brian Anthony Hennessy charge for services?
Brian Anthony Hennessy's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is HENNESSY ADVISORS, INC.?
HENNESSY ADVISORS, INC. has approximately 18 employees and manages $5.1B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Browse by specialty