Henry Hagenbuch (CRD# 6526966) is an Investment Advisor Representative working at Robertson Stephens in San Francisco, CA and has over 6 years of experience in the finance industry.
CRD# 4461199
Monetary Management Corporation
CRD# 4983680
Perigon Wealth Management, LLC
CRD# 2626420
Alpha Blue Capital
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Robertson Stephens Wealth Management, LLC | San Francisco, CA | Jan 2021 - Current | 3 |
| Robertson Stephens Capital Markets, LLC | San Francisco, CA | Oct 2021 - Jun 2022 | < 1 |
| Mercer Global Advisors Inc. | San Francisco, CA | Jul 2020 - Dec 2020 | < 1 |
| Clearrock Capital LLC | San Francisco, CA | Jul 2017 - Jun 2020 | 2 |
| 55 Capital Partners | San Francisco, CA | May 2016 - Jun 2017 | 1 |
| Cowen And Company, LLC | San Francisco, CA | Jul 2015 - Feb 2016 | < 1 |
| Runcap Partners | Los Angeles, CA | Mar 2014 - Jul 2015 | 1 |
| Ucla Anderson School Of Management | Los Angeles, CA | Sep 2012 - Jun 2015 | 2 |
| Pegasus Capital Group | Los Angeles, CA | Mar 2014 - Jan 2015 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jan 2018 |
- CA
-
Total Assets Under Management4,932MILLIONS
-
Total Number of Accounts4,536ACCOUNTS
-
Average Account Value$1,087,362
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AZ, CA, CO, CT, DC, DE, FL, ID, IL, LA, MA, MD, ME, MT, NC, NH, NJ, NM, NV, NY, OH, OR, PA, SC, SD, TX, VA, WA, WY
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