James
Hennelly
Arin Risk Advisors LLC
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About this Advisor
James Hennelly is a financial advisor working out of Conshohocken, Pennsylvania with a total of 5 years of industry experience. Hennelly is an employee of Arin Risk Advisors LLC. Over the course of their career, Hennelly has held roles at Capital Investment Management Inc, The Leaders Group Inc and Arin Risk Advisors. LLC. Hennelly maintains Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is approved to operate in Pennsylvania. Arin Risk Advisors LLC is a company that has its headquarters in Conshohocken, PA. It administers $345 million in assets under management between its 11 client accounts, making it one of the mid-sized firms in the country by assets under management. Of its 11 customer accounts, 36% belong to high-net-worth individuals who have greater than $1 million in investable assets. The business provides a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, portfolio management for institutional clients, selection of other advisers and other services. Fees charged by financial advisors largely vary depending on which service is offered. Fees charged by Arin Risk Advisors LLC likely are comprised of asset-based, hourly, fixed and performance-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Arin Risk Advisors LLC Brokerage Details
$345,322,591
6
11
$31,392,963
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Other
James Hennelly Work History
James has been registered as a financial advisor for 5 years.*
Arin Risk Advisors. LLC
The Leaders Group Inc
Capital Investment Management Inc
*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 James Hennelly 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 Arin Risk Advisors LLC
Conshohocken, PA
Conshohocken, PA
Conshohocken, PA
Conshohocken, PA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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