Claim Profile
WH

William C Hennessy

SRN ADVISORS, LLC·HUNTINGDON VALLEY, Pennsylvania
Unclaimed Profile
2600 PHILMONT AVENUE, SUITE 215, HUNTINGDON VALLEY, PA 19006CRD# 7276034Firm CRD# 307155
01

About

William C Hennessy is a registered financial advisor based in HUNTINGDON VALLEY, Pennsylvania, affiliated with SRN ADVISORS, LLC. 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
SRN ADVISORS, LLC
SRN ADVISORS, LLC
AUM
$133M
Regulatory assets under management
Employees
4
Total firm employees
Services
Portfolio management (pooled investments)
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 7276034
Firm CRD# 307155
2 disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in HUNTINGDON VALLEY?

Browse all registered financial advisors in HUNTINGDON VALLEY, Pennsylvania 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 William C Hennessy offer?
William C Hennessy specializes in Investment Management, Fee-Only Advisory. Contact their office in HUNTINGDON VALLEY, Pennsylvania for a consultation.
What are William C Hennessy's credentials?
William C Hennessy is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is William C Hennessy located?
William C Hennessy is based in HUNTINGDON VALLEY, Pennsylvania, working with SRN ADVISORS, LLC. Their office serves clients in the HUNTINGDON VALLEY metropolitan area and surrounding communities.
How does William C Hennessy charge for services?
William C 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 SRN ADVISORS, LLC?
SRN ADVISORS, LLC has approximately 4 employees and manages $133M 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