Overview
Assets Under Management: $412 million
Headquarters: WEST DUNDEE, IL
High-Net-Worth Clients: 125
Average Client Assets: $2 million
Frequently Asked Questions
J.G.HENDRICKS FINANCIAL SERVICES, LLC 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 #289593), J.G.HENDRICKS FINANCIAL SERVICES, LLC is subject to fiduciary duty under federal law.
J.G.HENDRICKS FINANCIAL SERVICES, LLC is headquartered in WEST DUNDEE, IL.
J.G.HENDRICKS FINANCIAL SERVICES, LLC serves 125 high-net-worth clients according to their SEC filing dated March 19, 2025. View client details ↓
According to their SEC Form ADV, J.G.HENDRICKS FINANCIAL SERVICES, LLC offers financial planning, portfolio management for individuals, and pension consulting services. View all service details ↓
J.G.HENDRICKS FINANCIAL SERVICES, LLC manages $412 million in client assets according to their SEC filing dated March 19, 2025.
According to their SEC Form ADV, J.G.HENDRICKS FINANCIAL SERVICES, LLC serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting
Clients
Number of High-Net-Worth Clients: 125
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 65.95
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 2,688
Discretionary Accounts: 2,501
Non-Discretionary Accounts: 187
Regulatory Filings
CRD Number: 289593
Filing ID: 1962652
Last Filing Date: 2025-03-19 16:48:00
Website: https://jghfs.com