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HENNESSY ADVISORS, INC.

NOVATO, CA · CRD 110770 · IAPD ↗ · hennessyadvisors.com · 415-899-1555

$4.25BRegulatory AUM
8Advisory reps
19Employees
0Clients
n/aPlanning clients
0Private funds
1States
0Disclosures
institutionalSegment
ApprovedSEC status

Filing changes

63
January 2025 — HENNESSY ADVISORS, INC. reported RAUM up 68% ($3.07B -> $5.15B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.