GW Henssler & Associates is an investment advisor in Kennesaw with $2.78 bn assets under management.
Company profile
Website
Employees
Location
SEC CIK
SEC advisor number
801-37240
FINRA CRD number
104545
AUM ?
$2.78 bn
(as of 31 Mar 22)
Accounts
1,326
(as of 31 Mar 22)
Employees
81
(34 investment advisory or research)
Address
GW Henssler & Associates
3735 CHEROKEE STREET
KENNESAW
GA 30144
3735 CHEROKEE STREET
KENNESAW
GA 30144
Office hours
Monday - Friday, 9:00 A.M.-4:00 P.M.
Phone
770-429-9166
Ownership
Owner | Title | From | %Ownership |
---|---|---|---|
Henssler, Gene, Willie | Principal and Director | 09/1995 | 25-50% |
Henssler, Patricia, Taylor | Treasurer | 09/1995 | < 5% |
Lako, William, George | Principal and President | 12/1998 | 25-50% |
Thomas, Jennifer, Jones | Principal | 07/2000 | 10-25% |
Reeves, Christopher, Everitt | Chief Compliance Officer | 05/2007 | < 5% |
Haubenschild, Stacy, Lynn | Principal and Chief Operating Officer | 11/2012 | 10-25% |
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
26 Jan 24
13F-HR
Quarterly holdings report by institutional manager
24 Oct 23
13F-HR
Quarterly holdings report by institutional manager
2 Aug 23
13F-HR
Quarterly holdings report by institutional manager
26 Apr 23
13F-HR
Quarterly holdings report by institutional manager
3 Feb 23
13F-HR
Quarterly holdings report by institutional manager
4 Nov 22
13F-HR
Quarterly holdings report by institutional manager
4 Aug 22
13F-HR
Quarterly holdings report by institutional manager
9 May 22
13F-HR
Quarterly holdings report by institutional manager
28 Jan 22
13F-HR
Quarterly holdings report by institutional manager
2 Nov 21