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Henry, Frederick, Insull (Torrance)


Henry, Frederick, Insull is a large advisory firm based in Torrance. It manages $33.99 million of regulatory assets for 130 client accounts. It has been registered with the SEC as an adviser since 2006 and has operated in the jurisdiction of California.

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Henry, Frederick, Insull provides financial planning services and portfolio management for individuals and small businesses. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Henry, Frederick, Insull: assets under management

The assets under management (AUM) of Henry, Frederick, Insull is $33.99 million. The firm's AUM has gone down by -1% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $33.79 million in discretionary accounts and $198.4 thousand in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $263.98 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $99.2 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Henry, Frederick, Insull for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Torrance

The principal office where Henry, Frederick, Insull performs its advisory services is located at 21515 Hawthorne Boulevard, Torrance, CA 90503, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 310-543-4559 or by fax 310-316-0401. The normal business hours are 8:30 am to 5 pm on Monday - Friday. You can find more information about the New York firm at www.fhenryadvisors.com.


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