Overview
Assets Under Management: $367 million
Headquarters: LINCOLNSHIRE, IL
High-Net-Worth Clients: 94
Average Client Assets: $4 million
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles
Clients
Number of High-Net-Worth Clients: 94
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 87.97
Average High-Net-Worth Client Assets: $4 million
Total Client Accounts: 653
Discretionary Accounts: 653
Regulatory Filings
CRD Number: 124341
Last Filing Date: 2024-12-04 00:00:00
Website: https://hedekerwealth.com