Overview
Assets Under Management: $120 million
Headquarters: HINSDALE, IL
High-Net-Worth Clients: 37
Average Client Assets: $2.3 million
Frequently Asked Questions
HINSDALE ASSOCIATES is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #108293), HINSDALE ASSOCIATES is subject to fiduciary duty under federal law.
HINSDALE ASSOCIATES is headquartered in HINSDALE, IL.
HINSDALE ASSOCIATES serves 37 high-net-worth clients according to their SEC filing dated February 26, 2026. View client details ↓
According to their SEC Form ADV, HINSDALE ASSOCIATES offers financial planning and portfolio management for individuals. View all service details ↓
HINSDALE ASSOCIATES manages $120 million in client assets according to their SEC filing dated February 26, 2026.
According to their SEC Form ADV, HINSDALE ASSOCIATES serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 37
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 70.92%
Average Client Assets: $2.3 million
Total Client Accounts: 137
Discretionary Accounts: 137
Regulatory Filings
CRD Number: 108293
Filing ID: 2059972
Last Filing Date: 2026-02-26 12:02:25