Warner
Henderson

Aequitas Investment Advisors, LLC

CRD#845645
Investment Advisor
in Hingham, MA

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About this Advisor

Warner Henderson is a financial advisor based in Hingham, Massachusetts, working with Aequitas Investment Advisors, LLC. Warner has previously held a position at Aequitas Investment Advisors. Warner has passed the Series 63 regulatory exam and is registered to provide services in Massachusetts and New Hampshire. Currently, Warner is part of Aequitas Investment Advisors, LLC, which operates out of Hingham, Massachusetts. The firm has 7 employees and manages assets totaling $709.4 million. The firm serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and selection of other advisers. The fee structure at Aequitas Investment Advisors, LLC includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 63, Chartered Financial Consultant

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

175 Derby Street Suite 24
Hingham, MA 02043

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Aequitas Investment Advisors, LLC Brokerage Details

Total Assets Under Management

$709,363,916

MA Average: $16,012,751,954
Total Number of Employees

7

MA Average: 118
Total Number of Accounts

1,431

MA Average: 4,567
Average Account Size

$495,712

MA Average: $3,506,186

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers

Warner Henderson Work History

1991 - Present (33 years)

Aequitas Investment Advisors

Disclosures

Please visit the SEC profile of Warner Henderson 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 Aequitas Investment Advisors, LLC

Michelle Fallon
Hingham, MA
Spencer Henderson
Hingham, MA
Noreen Walsh
Hingham, MA
Timothy Nash
Hingham, MA
Warner Henderson
Hingham, MA

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