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E.A. Hendrich Financial Planning, LLC
E.A. HENDRICH FINANCIAL PLANNING, LLC is an SEC-registered investment adviser. It has one employee and one investment adviser. The firm is registered with the...
E.A. Hendrich Financial Planning, LLC
E.A. HENDRICH FINANCIAL PLANNING, LLC is an SEC-registered investment adviser. It has one employee and one investment adviser. The firm is registered with the SEC.
General information
Firm type
Single Family Office
Sector focus
Frequently asked questions
Who runs investment decisions at E.A. Hendrich Financial Planning, LLC?
E.A. Hendrich is the principal and lead advisor responsible for all investment and financial planning decisions at the firm. The firm does not publicly list additional investment committee members.
Is E.A. Hendrich Financial Planning, LLC structured as a single family office or an RIA?
The firm operates as a registered investment advisor (RIA) rather than a traditional family office. Its regulatory registration suggests it manages capital for multiple clients including, but not limited to, the Hendrich family.
What investment stages does E.A. Hendrich Financial Planning, LLC typically target?
The firm does not publicly specify a target investment stage. Its client portfolios likely include publicly traded equities and bonds, with potential exposure to mutual funds and ETFs.
Does E.A. Hendrich Financial Planning, LLC participate in fund commitments or only direct deals?
Based on its RIA structure and lack of private market disclosure, the firm likely invests primarily through publicly traded securities and managed funds. It does not publicly report direct private equity or hedge fund investments.
Where does the underlying wealth come from at E.A. Hendrich Financial Planning, LLC?
The wealth origin is not publicly disclosed. The firm's name suggests the Hendrich family as the founding capital source, but no specific industry or business origin has been cited.
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