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Dan Henson

HENSON-EDGEWATER MANAGEMENT, LLC·AVON, Ohio
Unclaimed Profile
36855 AMERICAN WAY, SUITE F, AVON, OH 44011CRD# 4957219Firm CRD# 135316
01

About

Dan Henson is a registered financial advisor based in AVON, Ohio, affiliated with HENSON-EDGEWATER MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
HENSON-EDGEWATER MANAGEMENT, LLC
EDGEWATER PRO SPORTS FINANCIAL
AUM
$151M
Regulatory assets under management
Employees
1
Total firm employees
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 4957219
Firm CRD# 135316
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Dan Henson offer?
Dan Henson specializes in Financial Planning, Investment Management. Contact their office in AVON, Ohio for a consultation.
What are Dan Henson's credentials?
Dan Henson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Dan Henson located?
Dan Henson is based in AVON, Ohio, working with HENSON-EDGEWATER MANAGEMENT, LLC. Their office serves clients in the AVON metropolitan area and surrounding communities.
How does Dan Henson charge for services?
Dan Henson's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is HENSON-EDGEWATER MANAGEMENT, LLC?
HENSON-EDGEWATER MANAGEMENT, LLC has approximately 1 employees and manages $151M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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