Hendershot Investments, Inc.

Hendershot Investments, Inc. (CRD# 115472) is a financial advisory firm headquartered in , . They manage $280,462,048 in 623 accounts and serve the financial needs of clients across 13 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    280
    MILLION
  • Total Number of Accounts
    623
    ACCOUNTS
  • Average Account Value
    $450,180
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Subscription fees (for a newsletter or periodical)
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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
  • Publication of periodicals or newsletters
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AZ, CA, DC, FL, GA, MD, NC, NH, NJ, NY, PA, TX, VA

Financial Advisors at Hendershot Investments, Inc.
Showing 1 - 2 of 2 top financial advisors.
1
Susan O. Christ
CRD#: 4985718
Bristow, VA
96
Wealthminder
score

Susan Christ (CRD# 4985718) is an Investment Advisor Representative working at Hendershot Investments, Inc. in Bristow, VA and has over 12 years of experience in the finance industry.

2
Ingrid R. Hendershot
CRD#: 2095265
Bristow, VA 85260
93
Wealthminder
score

Ingrid Hendershot (CRD# 2095265) is an Investment Advisor Representative working at Hendershot Investments, Inc. in Bristow, VA and has over 27 years of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Disclosure
Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.