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Hennessy Edward J Inc (Novato)


Hennessy Edward J Inc is a large advisory firm based in Novato. It manages $200 million of regulatory assets for 175 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of California, Nevada, New York, and Oregon.

Hennessy Edward J provides portfolio management for individuals and small businesses and portfolio management for investment companies. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Hennessy Edward J: assets under management

The assets under management (AUM) of Hennessy Edward J Inc is $200 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 0% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $200 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $1.14 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Hennessy Edward J Inc for their services and products based on a percentage of assets under management and hourly charges. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Novato

The principal office where Hennessy Edward J Inc performs its advisory services is located at 750 Grant Ave, Novato, CA 94945 The mailing address of the firm is 750 Grant Avenue, Novato, CA 94945. The firm also has an office outside of the United States.

You can reach the main office by calling the phone number 415-899-1555 or by fax 415-899-1559. The normal business hours are 6:30 am to 4:00pm on Monday - Friday.


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