Henry
Hagenbuch
Robertson Stephens Wealth Management, LLC
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About this Advisor
Henry Hagenbuch is a financial advisor working out of San Francisco, California with 2 years of relevant experience. Hagenbuch is an advisor for Robertson Stephens Wealth Management, LLC. Throughout their career, they have worked at Cowen And Company, LLC, Gohhgo.Com, Ucla Anderson School Of Management, Pegasus Capital Group, Runcap Partners, 55 Capital Partners, Clearrock Capital LLC, Mercer Global Advisors Inc, Robertson Stephens Wealth Management, LLC and Robertson Stephens Capital Markets, LLC. Hagenbuch has a Series 65 license, qualifying them as an investment advisor representative, and is approved to advise clients in California. Robertson Stephens Wealth Management, LLC is a registered investment business operating out of San Francisco, CA. The firm has offices in 18 locations and a total of 77 financial advisors. It handles $4 billion in assets between its 3,277 client accounts, placing it among the largest financial advisory firms in the country by assets under management. The firm provides financial advice to seven charities and foundations. Of its 3,277 client accounts, 52% are held by high-net-worth individuals who have greater than $1 million in investable assets. The firm has a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Fees charged by financial advisors usually vary depending on the type of services provided. Fee types charged by Robertson Stephens Wealth Management, LLC may include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Robertson Stephens Wealth Management, LLC Brokerage Details
$3,694,032,395
77
3,277
$1,127,260
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Henry Hagenbuch Work History
Henry has been registered as a financial advisor for 2 years.*
Robertson Stephens Wealth Management, LLC
Robertson Stephens Capital Markets, LLC
Mercer Global Advisors Inc
Clearrock Capital LLC
55 Capital Partners
Cowen And Company, LLC
Pegasus Capital Group
Runcap Partners
Ucla Anderson School Of Management
Gohhgo.Com
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Henry Hagenbuch to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Robertson Stephens Wealth Management, LLC
New York, NY
Austin, TX
Houston, TX
New York, NY
New York, NY
Holmdel, NJ
San Francisco, CA
Boise, ID
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