This questionnaire will help us learn about you.
Filling out this questionnaire will help us learn about your unique needs and tailor a program designed to help you work toward your goals.
Our disclosures will help you learn more about us and our commitment to always doing what is right for you.
Henderson Asset Management, LLC
2900 NW Clearwater Drive, Suite 200-128, Bend, OR 97703
360.608.8650 - We still enjoy telephone calls.
Diana Anita Henderson is the sole owner of Henderson Asset Management, LLC.
Charles Schwab & Co., Inc. serves as our Custodian; the two entities are separate.
Investment results cannot be guaranteed. Risk is based on a client's risk tolerance profile.
Henderson Asset Management, LLC is a Registered Investment Advisor firm in the states of Oregon and Washington.
We are allowed to work with clients in other states under the de minimus rule.
Copyright © 2025 Henderson Asset Management, LLC - All Rights Reserved.