Entrar Registro gratuito

Henry Hewitt Investment Company (Gig Harbor)


Henry Hewitt Investment Company is an adviser based in Gig Harbor. It manages $20 million of regulatory assets for 10 client accounts. It has been registered with the SEC as an adviser since 2010.

Henry Hewitt Investment Company provides portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and selection of other advisers. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Henry Hewitt Investment Company: assets under management

The assets under management (AUM) of Henry Hewitt Investment Company is $20 million, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.


The firm manages $20 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $2 million each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Henry Hewitt Investment Company for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Gig Harbor

The principal office where Henry Hewitt Investment Company performs its advisory services is located at 61 Raft Island Dr Nw, Gig Harbor, WA 98335, which is also the mailing address of the firm. The firm also has an office outside of the United States.

You can reach the main office by calling the phone number 253-691-1549 or by fax 253-649-0031. The normal business hours are by appointment on Monday - Friday.


Registered investment advisers similar to Henry Hewitt Investment Company