RIA Intel›Advisers›California›HENRY, FREDERICK, INSULL

HENRY, FREDERICK, INSULL

Advisory

TORRANCE, CA

Data as of Jan 30, 2009 · Source: SEC Form ADV

Total AUM

$34M

1-Year AUM Growth

-31.5%

3-Year CAGR

-2.2%

Employees

0

Assets Under Management

Total AUM$34M

Discretionary AUM$34M

Non-Discretionary AUM$198K

Discretionary %99.4%

Total Clients—

Team

Total Employees0

Investment Advisers0

Employee Growth (1Y)—

Filing History

Total Filings on Record4

First FilingMay 10, 2006

Latest FilingJan 30, 2009

🔒 Full AUM trend chart and 4 historical filings spanning 3+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

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📊 Peer Benchmarking

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👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on HENRY, FREDERICK, INSULL

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.