Hennessy Advisors, Inc.

Hennessy Advisors, Inc. (CRD# 110770) is a financial advisory firm headquartered in Novato, CA. They manage $3,071,521,476 in 17 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
7250 Redwood Boulevard, Suite 200, Novato, CA 94945
https://www.hennessyetfs.com
By the Numbers
  • Total Assets Under Management
    3,072
    MILLION
  • Total Number of Accounts
    17
    ACCOUNTS
  • Average Account Value
    $180,677,734
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for investment companies (as well as "business development companies")
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Hennessy Advisors, Inc.
Showing 1 - 1 of 1 top financial advisors.
1
Brian Carlson, financial advisor Novato CA
Brian C. Carlson
CRD#: 3062835
7250 Redwood Boulevard, Suite 200, Novato, CA 94945

Brian Carlson (CRD# 3062835) is an Investment Advisor Representative working at Hennessy Advisors, Inc. in Novato, CA and has over 25 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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