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PRIVACY NOTICE

HENRIES values the highest standards of confidentiality and respects the privacy of our clients and prospective clients. 

The Information We Collect About You. 

The non-public personal information we collect about you (your “Information”) comes primarily from information you submit to us. We may also collect information about your transactions and experiences with us, our affiliates, or others relating to the services we provide. 

Also, depending on the services you require, we may obtain additional information from consumer reporting agencies.

Our Disclosure Policies. 

We do not disclose your Information to anyone, except as permitted by law. This may include sharing your Information with non-affiliated companies that perform support services for your account on behalf of our affiliates or us. It may also include sharing your Information with our affiliates to bring you a full range of services. Additionally, it may include disclosing your Information pursuant to your express consent, to fulfill your instructions, or to comply with applicable laws and regulations. 

HENRIES reserves the right to disclose or report personal information in limited circumstances where HENRIES believes in good faith that disclosure is required under law, to cooperate with regulators or law enforcement authorities, to perform necessary credit checks or collect or report debts owed to us, to protect HENRIES & CO.’s rights or property.

Our Information Security Policies.

We limit access to your Information to those of our employees and service providers who are involved in offering or administering the services that we offer. We maintain physical, electronic, and procedural safeguards that are designed to comply with federal standards to guard your Information. If our relationship ends, we will continue to treat the Information as described in this Privacy Notice.

Opt Out of Email Communications

You may opt out of email communications from HENRIES by sending a request to info@wearehenries.com

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Creating value with entrepreneurs and institutional investors through high quality, tailored financial services and portfolio management support



Securities transactions are conducted through Henries Securities, a wholly owned broker-dealer subsidiary of Henries & Co Global LLC.  Henries Securities is a member of FINRA and SIPC.  Check the background of this broker-dealer and its registered investment professionals on FINRA’s BrokerCheck.

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