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Building 2HENDRICKS WEALTH AND ESTATE MANAGEMENT

Map pinALGONQUIN, IL
Phone847-428-3997
NotebookSEC #801-111818
Total AUM
$536.1M
Employees
7
Clients
919

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2403 HARNISH DR.,
SUITE 201
ALGONQUIN
IL 60102
United States
Operating Hours
BY APPOINTMENT
Monday - Friday
Phone
847-428-3997
Other Offices
1

ReceiptFinancials

Total AUM
$536.1M
Accounts
2,734
Discretionary
$531.7M
Accounts
2,689
Non-Discretionary
$4.4M
Accounts
45

ContactClients

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Individual Clients
752
AUM
$190.9M
HNW Individual Clients
161
AUM
$341.1M
Pension/Profit Sharing Plan Clients
6
AUM
$4.1M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
ALAZCACOFLGAHIILINKYLAMINCNEOHPATNTXWI

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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