Mchenry Advisers

Accounting for Legal Practices · Ohio, United States · 11-50 Employees

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Overview

Headquarters

134 E Main St, New Albany, Ohio, 43054, ...

Phone Number

(800) 805-9538

Revenue

<$5 Million

Industry

Accounting for Legal Practices Business Services Project Management
ZI Rank: 1
Signal Type
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ZI Rank
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About Mchenry Advisers

McHenry Advisers specializes in custom tax strategies aimed at high-income and high-net worth individuals. They offer services focused on modern qualified plans and retirement tax minimization strategies. The company is dedicated to providing tailored financial solutions to help clients optimize their tax situations. Their executive concierge team is available for inquiries and consultations during business hours.Explore more
Mchenry Advisers's Social MediaPopular SearchesMcHenry Advisers IncMcHenry AdvisersMchenry Advisors LLCCash Balance PlanMchenryadvisersSIC Code 72,729NAICS Code 54,541Show more

Mchenry Advisers Org Chart

PhoneEmail
VB
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Vice President

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BR
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Director, Operations

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Mchenry Advisers

<$5M
11-50
Private
<$5M
2003
VB
Valerie BaumannVice President
$21.6M
11-50
Private
<$5M
2006
SF
Sean FlynnRegional VP
$5.2M
11-50
Private
<$5M
2008
JL
Jae LehtoPresident
<$5M
11-50
Private
-
1986
<$5M
11-50
Private
<$5M
2009
<$5M
1-10
Private
-
2011
PR
Patricia RawlingsPrincipal, Senior Consultant
<$5M
1-10
Private
-
2016
N/A
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Company Profile Activity

i

Among all Business Services companies

Low Activity

High Activity

Activity Insights

Mchenry Advisers is experiencing very low activity levels compared to other companies in the Business Services sector.

What does this means?

Mchenry Advisers is drawing exceptional interest within the Business Services industry, suggesting notable developments or strong market momentum, learn more about Mchenry Advisers.

Mchenry Advisers financials insights

Gather financial insights about Mchenry Advisers, including details on funding rounds, investors, total funding, and acquisitions, to gain a comprehensive understanding of their financial strategy.

2020

Debt

$150K

See All Mchenry Advisers's Financials Insights

Mchenry Advisers Tech Stack

A closer look at the technologies used by Mchenry Advisers

Top Accounting for Legal Practices Companies

Frequently Asked Questions Regarding Mchenry Advisers

What is Mchenry Advisers's official website?
Mchenry Advisers's official website is www.mchenry-advisers.com
What is Mchenry Advisers's Revenue?
Mchenry Advisers's revenue is <$5 Million
What is Mchenry Advisers's SIC code?
Mchenry Advisers's SIC: 72,729
What is Mchenry Advisers's NAICS code?
Mchenry Advisers's NAICS: 54,541
How many employees does Mchenry Advisers have?
Mchenry Advisers has 11-50 employees
What industry does Mchenry Advisers belong to?
Mchenry Advisers is in the industry of: Accounting for Legal Practices, Business Services, Project Management
What is Mchenry Advisers competition?
Mchenry Advisers top competitors include: Compass Retirement Consulting Group, Custom Retirement Solutions, Aegis Pension Services, Pension Professionals
What technology does Mchenry Advisers use?
Some of the popular technologies that Mchenry Advisers uses are: Sentry, Microsoft 365, F5 BIG-IP Platform, Sectigo
How do I contact Mchenry Advisers?
Mchenry Advisers contact info: Phone number: (800) 805-9538 Website: www.mchenry-advisers.com
What does Mchenry Advisers do?

McHenry Advisers specializes in custom tax strategies aimed at high-income and high-net worth individuals. They offer services focused on modern qualified plans and retirement tax minimization strategies. The company is dedicated to providing tailored financial solutions to help clients optimize their tax situations. Their executive concierge team... is available for inquiries and consultations during business hours.Read More

What are Mchenry Advisers social media links?
Mchenry Advisers Linkedin page Mchenry Advisers Facebook page
Is Mchenry Advisers a public company?
Mchenry Advisers is private company therefore does not currently have an official ticker symbol
See more information about Mchenry Advisers

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