GW HENSSLER & Overview

Gw Henssler & Associates Ltd is an investment advisor that manages 1.2 BN dollars in regulatory AUM and has 77 employees, of which 29 perform investment advisory functions.

The manager's has disclosed holdings from 12/31/02 to 06/30/16. The fund's latest filing disclosed 869MM in positions, representing 70% of the manager's regulatory AUM.

GW HENSSLER & StockAlpha

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Fundamental & Technical Factor Exposure

Market Cap Beta Volatility
Momentum (12M) Momentum (6M) Momentum (3M)
Price/Book Price/Earnings Price/Cash Flow
Dividend Yield Sales Growth Earnings Growth
EBIDTA Margin Debt/Assets Hedge Fund Crowding

GW HENSSLER & Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
IJH 4.99% ETF 2.41% -0.01% 0 5%
EFA 3.81% ETF 4.25% 0.06% 0 10%
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GW HENSSLER & Founders and Key Employees

Name Title In Position Since
Gene W. Henssler President September-1995
Patricia T. Henssler Treasurer September-1995
William G. Lako Principal December-1998
Scott L. Keller Principal December-1998
Jennifer J. Thomas Principal July-2000
Christopher E. Reeves Chief Compliance Officer May-2007
Timothy B. O'Pry Chief Technology Officer January-2008
Stacy L. Haubenschild Chief Operating Officer November-2012

GW HENSSLER & Brokers, Custodians, Auditors and Administrators

Type Company

GW HENSSLER & Investment Strategy

Item 8 – Methods Of Analysis, Investment Strategies And Risk Of Loss

Henssler’s Fundamental Investment Philosophy—The Ten Year Rule

Henssler works with a simple, yet comprehensive financial planning strategy called the Ten Year Rule. The basis for our Ten Year
Rule is:

 Henssler believes it is imprudent for an investor to be forced to sell equity investments during a period of depressed stock prices in order to generate funds to cover spending needs.
 Henssler finds that many investors are either too conservative or too aggressive with their financial asset allocation. The Henssler philosophy is that any money a client needs within 10 years should be invested in fixed income securities, and any
money not needed within 10 years should be invested in high-quality, individual common stocks or mutual funds that invest in
common stocks. By holding fixed-income investments to cover 10 years’ worth of liquidity needs, there shou...
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GW HENSSLER & Portfolio Concentration

GW HENSSLER & Location


GW HENSSLER & Contact Information

Phone Number: 770-429-9166
Fax Number: 770-428-3852



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