← Back to searchVisit website
HENLEY ADVISORS, LLC
CRD 281983
5300 S. FLORIDA AVENUE, SUITE 4, LAKELAND, FL, 33813, United States
Phone
863-797-4996
Fax
863-226-6197
Registration
— (—)
Source
State registered
Total AUM
$6.5M
Discretionary AUM
$6.5M
Team
1 total employees; 1 advisory reps; 338 broker-dealer reps
Clients
—
Fees
Percentage of AUM; THIRD PARTY ADVISOR FEES; ERISA 3(21) FEES
Org form
Limited Liability Company
Filing date
2026-03-02
Disciplinary history
No
Services
Portfolio management (individuals)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 63 | $3.2M |
| High net worth individuals | 6 | $3.2M |
All web addresses on file
Official SEC filing: View on IAPD