Hendershott Wealth Management, Llc
San Jose, California
5.0
1 Review
Hendershott Wealth Management, LLC, based out of San Jose, CA, is a small investment advisory firm dedicated to serving the financial needs of its clients. With over 100 individual clients, the firm manages an impressive $142,525,000 in assets under management. Specializing in catering to high net worth individuals, Hendershott Wealth Management, LLC offers personalized financial solutions to help clients achieve their financial goals.
As a comprehensive wealth management firm, Hendershott Wealth Management, LLC not only manages individual and 401K accounts but also possesses the capability to handle employer funds. Their team of...
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Assets Under Mgmt
$142.52M
Investment Professionals
4
Locations
0
% 401K & Individual
Compensation Structure
A percentage of assets under your management
Hourly Charges
Fixed Fees
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
Selection of other advisers
Articles
Articles
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