Henry & Hannay Wealth Management LLC

Henry & Hannay Wealth Management LLC (CRD# 155056) is a financial advisory firm headquartered in Flemington, NJ. They manage $27,749,152 in 277 accounts and serve the financial needs of clients across 4 states (or territories).

By the Numbers
  • Total Assets Under Management
    28
    MILLION
  • Total Number of Accounts
    277
    ACCOUNTS
  • Average Account Value
    $100,177
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Other
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.

FL, NJ, NY, PA

Financial Advisors at Henry & Hannay Wealth Management LLC
Showing 1 - 2 of 2 top financial advisors.
1
David R. Hannay
CRD#: 5734075
8 Bartles Corner Road, Suite 022, Flemington, NJ 08822
90
Wealthminder
score

David Hannay (CRD# 5734075) is an Investment Advisor Representative working at Henry & Hannay Wealth Management LLC in Flemington, NJ and has 1 year of experience in the finance industry. David Hannay has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Angella R. Henry
CRD#: 1896692
8 Bartles Corner Road, Suite 022, Flemington, NJ 08822
66
Wealthminder
score

Angella Henry (CRD# 1896692) is an Investment Advisor Representative working at Henry & Hannay Wealth Management LLC in Flemington, NJ and has over 27 years of experience in the finance industry. Angella Henry has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.