G. W. Henssler & Associates, Ltd (Kennesaw)

Name: G. W. Henssler & Associates, Ltd
Address: 3735 Cherokee Street, Kennesaw, GA, 30144
Telephone: 770-429-9166

G. W. Henssler & Associates, Ltd is a large advisory firm based in Kennesaw. It manages $1.57 billion of regulatory assets for 3,536 client accounts. It has been registered with the SEC as an adviser since 2006 and has operated in the jurisdictions of Alabama, Arizona, California, and 13 other states.

G. W. Henssler & Associates provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, pension consulting services, and selection of other advisers. It prepares financial plans for more than 250 clients. On top of advisory services, the firm doesn't engage in other business activities.

G. W. Henssler & Associates: assets under management

The assets under management (AUM) of G. W. Henssler & Associates, Ltd is $1.57 billion. The firm's AUM has grown by 88% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $1.5 billion in discretionary accounts and $69.86 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $508.04 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $117.8 thousand.

G. W. Henssler & Associates has custody of $176.11 million in cash and securities for 139 clients in total but doesn’t act as a qualified custodian.

Investments

The firm invests in non-exchange traded securities the most. They account for 49% of the total AUM. The second-largest asset type is investment grade corporate bonds, which make up 15% of the firm’s portfolio. Investments in investment and business development companies form 11% of the total invested assets.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay G. W. Henssler & Associates, Ltd for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Gene Willie Henssler serves?

The firm provides services to individuals, charitable organizations, high net worth individuals, corporations or other businesses, and pension and profit sharing plans. The largest group of clients of Gene Willie Henssler is high net worth individuals with 535 clients and $1.34 billion of assets under management. Among the 13 most similar advisory firms, G. W. Henssler & Associates has the 4th highest percentage of high net worth individuals out of all clients.

The amount of regulatory assets under management is $1.57 billion for 994 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.

G. W. Henssler & Associates doesn't advise any private funds.

Careers at G. W. Henssler & Associates, Ltd

The company employs 75 people that are either part- or full-time employees. 31 percent of the employees work as investment advisers or researchers. 19 employees are registered as investment adviser representatives with the state securities authorities.

There are 2 people with the role of looking for and bringing in new clients on behalf of the firm. The firm compensates employees in addition to the salary for bringing in new clients. Employees receive compensation from other entities for client referrals.

Gene Willie Henssler has been acting as President since 1 Sep 1995. Stacy Lynn Haubenschild joined the executive team most recently as the Chief Operating Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Gene Willie Henssler	President	1 Sep 1995	50% - 75%	2579500
Patricia Taylor Henssler	Treasurer	1 Sep 1995	Other	4295702
William George Lako	Principal	1 Dec 1998	Other	2861508
Scott Lewis Keller	Principal	1 Dec 1998	Other	3057544
Theodore Lavelle Parrish	Principal	1 Dec 1998	Other	2943577
Jennifer Jones Thomas	Principal	1 Jul 2000	Other	1269714
Connie E Parrot	Principal	1 Jul 2000	Other	4298222
Connie E Holt	Principal	1 Jul 2000	Other	4298222
James Frederick Mccain	Chief compliance officer	1 Mar 2004	Other	2668895
Michael Scott Quinlan	Chief operations officer	1 May 2006	Other	1789019
Christopher Everitt Reeves	Chief compliance officer	1 May 2007	Other	5360493
Timothy Brian O'pry	Chief technology officer	1 Jan 2008	Other	5655841
Michael Scott Quinlan	Principal	1 Jan 2011	Other	1789019
Stacy Lynn Haubenschild	Chief operating officer	1 Nov 2012	Other	6179807

Based in Kennesaw

The principal office where G. W. Henssler & Associates, Ltd performs its advisory services is located at 3735 Cherokee Street, Kennesaw, GA 30144, which is also the mailing address of the firm. An additional office of the firm is in Atlanta, GA. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 770-429-9166 or by fax 770-428-3852. The normal business hours are 9:00 a.m.-4:00 p.m. on Monday - Friday. You can find more information about the New York firm at henssler.com.