HENLEY & COMPANY WEALTH MANAGEMENT LLC

UNIONDALE, New York·5 registered advisors·CRD# 144884
SEC# 801-770071516-794-5520
01

Firm Overview

AUM
$91M
Regulatory assets under management
Employees
6
Total firm employees
Advisors
5
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Compensation
Percentage of AUM
03

Specialties

Financial PlanningInvestment ManagementWealth ManagementFee-Only Advisory
04

Advisors at HENLEY & COMPANY WEALTH MANAGEMENT LLC

5 registered advisors
Francis Patrick Gemino
UNIONDALE, New York
James Joseph Albanese
UNIONDALE, New York
Maria Teresa Germano-Alessi
UNIONDALE, New York
Michael John Laderer
UNIONDALE, New York
Robert Anthony Fortino
UNIONDALE, New York
05

Office Locations

UNIONDALE, New York
5 advisors

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Data sourced from SEC Form ADV filings. HENLEY & COMPANY WEALTH MANAGEMENT LLC (CRD# 144884) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.