Erika De La Rosa Hennessey

1919 Investment Counsel, LLC

10 Years of Experience

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningEstate PlanningCharitable GivingFinancial Planning & CoachingHigh Net Worth

1919 Investment Counsel, LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

32 advisors

Number of Clients

5,137 clients

Average Client Portfolio

$4.7M average

Assets Under Management

$24.0B

Fee Structure

Minimum Investment:$2M

Location

49 Stevenson Street, Suite 1075, San Francisco, CA, 94105

Get directions

History

Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Employment History

Current Registrations

1919 Investment Counsel, LLC

October 2018 - Present · 7 yrs 4 mos

Previous Registrations

Rand & Associates

June 2015 - October 2018 · 3 yrs 4 mos

State Registrations5 states

CAFLORTXWA

Advisor

Exams

No exam information available for this advisor.