Henry Molloy
Henry Molloy is a registered investment advisor at Heinz Global Asset Management, INC., based in Gardnerville, NV, with 27 years of industry experience. Henry operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 28 clients with $31M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
Fee is for assets held at Charles Schwab. For assets held at Interactive Brokers, management fees are billed daily based on the percentage of Net Liquidation Value entered as an annualized percentage, applied on a daily basis.
Fee Estimator
Location
Gardnerville, NV
Get directionsHistory
Regulatory History (2)
Regulatory
May 2015Criminal
May 2015Other Business Activities
Henry is the CEO of Wolf Promotions, an art gallery and promotion company, since 2001. However, the business is currently dormant, and Henry does not devote any time to it.
Employment History
Current Registrations
Heinz Global Asset Management, INC.
Previous Registrations
Delta Global Asset Management
Delta Equity Services CorporationBroker
The Shemano Group, INC.Broker
Kirlin Securities INC.Broker
Bear, Stearns & CO. INC.
Bear, Stearns & CO. INC.Broker
American Investment Services, INC.Broker
Kirlin Securities INC.Broker
Bluestone Capital Partners, L.P.Broker
H.J. Meyers & CO., INC.Broker
State Registrations3 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.