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Rodger Dean Offenbach

HENNESSY ADVISORS, INC.·NOVATO, California
Clean recordHENNESSY ADVISORS, INC.
7250 REDWOOD BOULEVARD, NOVATO, CA 94945CRD# 4742003Firm CRD# 110770

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Rodger Dean Offenbach · NOVATO, CA
Registration
CRD #4742003 · HENNESSY ADVISORS, INC.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Rodger Dean Offenbach 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
Introduction

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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# 4742003
Firm CRD# 110770
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Rodger Dean Offenbach offer?
Rodger Dean Offenbach specializes in Investment Management, Fee-Only Advisory. Contact their office in NOVATO, California for a consultation.
What are Rodger Dean Offenbach's credentials?
Rodger Dean Offenbach is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Rodger Dean Offenbach located?
Rodger Dean Offenbach is based in NOVATO, California, working with HENNESSY ADVISORS, INC.. Their office serves clients in the NOVATO metropolitan area and surrounding communities.
How does Rodger Dean Offenbach charge for services?
Rodger Dean Offenbach'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.
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