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Building 2HEDEKER WEALTH LLC

Map pinLINCOLNSHIRE, IL
Phone847-913-5594
NotebookSEC #801-61654
Total AUM
$595.1M
Employees
6
Clients
264

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
ONE OVERLOOK POINT
SUITE 610
LINCOLNSHIRE
IL 60069
United States
Operating Hours
8-5
Monday - Friday
Phone
847-913-5594
Other Offices
1

ReceiptFinancials

Total AUM
$595.1M
Accounts
768
Discretionary
$595.1M
Accounts
768
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
90
AUM
$43.5M
HNW Individual Clients
109
AUM
$535.4M
Pooled Vehicle Clients
59
AUM
$15.5M
Charitable Organization Clients
6
AUM
$692.2K

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCAFLILNHTXWI

HandshakeAffiliates

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Affiliates
Reported 28 business affiliates.
Claimed Affiliates
Reported as an affiliate by 19 other businesses.

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