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 09/30/21. The fund's latest filing disclosed 1BN in positions, representing 107% of the manager's regulatory AUM.
The manager's has disclosed holdings from 12/31/02 to 09/30/21. The fund's latest filing disclosed 1BN in positions, representing 107% of the manager's regulatory AUM.
GW HENSSLER & StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
GW HENSSLER & Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| BUFD | 5.31% | Financials | 5.08% | -0.21% | 74 | 0% | ||
| IWN | 4.54% | ETF | 15.91% | 0.08% | 0 | 6% | ||
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FEATURED IN
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...
Unlock Full Investment Process Description
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...
Unlock Full Investment Process Description
GW HENSSLER & Portfolio Concentration
GW HENSSLER & Location
3735 CHEROKEE STREET
KENNESAW, Georgia
UNITED STATES, 30144
KENNESAW, Georgia
UNITED STATES, 30144
GW HENSSLER & Contact Information
Phone Number: 770-429-9166
Fax Number: 770-428-3852
Website: null
Fax Number: 770-428-3852
Website: null
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