HENNESSY FINANCIAL SERVICES

HENNESSY FINANCIAL SERVICES is an SEC-registered investment adviser (CRD 173578). Regulatory assets under management: $14.6M.

Registration

• CRD: 173578
• Type: Registered investment adviser
• Phone: 617-852-4707
• Latest filing: 2026-03-06
• Regulatory AUM: $14.6M
• Discretionary AUM: $14.6M
• Clients: 1
• Accounts: 32

Business model

Compensation: % of AUM.

Clients served: High net worth, Pooled vehicles.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 173578 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search