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HENNESSY ADVISORS, INC.
CRD 110770 · SEC 801-36288
7250 REDWOOD BOULEVARD, SUITE 200, NOVATO, CA, 94945, United States
Phone
415-899-1555
Fax
415-899-1559
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$4.25B
Discretionary AUM
$4.25B
Team
19 total employees; 8 advisory reps
Clients
—
Fees
Percentage of AUM
Org form
Corporation
Filing date
2025-11-14
Disciplinary history
No
Services
Portfolio management (investment companies)
Client types
| Type | Clients | AUM |
|---|---|---|
| Investment companies | 17 | $4.25B |
States served
CA
All web addresses on file
- HTTPS://WWW.LINKEDIN.COM/COMPANY/HENNESSY-ADVISORS-INC./
- https://www.youtube.com/channel/UCCMGMPfsI7kF8wbjEXDjAiQ
- https://www.facebook.com/HennessyFunds1
- https://www.hennessyetfs.com
- HTTPS://WWW.LINKEDIN.COM/COMPANY/HENNESSY-FUNDS/
- HTTPS://WWW.HENNESSYFUNDS.COM
- https://www.hennessyadvisors.com/
- https://twitter.com/HennessyFunds
Official SEC filing: View on IAPD