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HINSDALE ASSOCIATES
15 Spinningwheel Road
Suite 226
Hinsdale, Illinois 60521
Tel: 630-325-7100
About HINSDALE ASSOCIATES
HINSDALE ASSOCIATES, formally registered with the SEC as HINSDALE ASSOCIATES. The firm was established in 05/04/1983. They have over 1 offices throughout the country.
HINSDALE ASSOCIATES is a Hinsdale, Illinois based Financial Planning firm with nearly $112,306,829 assets under management, offering retirement planning & investment advisory services to 163 clients. The firm is staffed with 2 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 108293 |
| SEC# | 801-18789 |
| Assets Managed by Firm | $112,306,829 |
| No. of Clients | 163 |
| No. of Advisors | 2 |
Fee Structure
- A percentage of AUM
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Publication of periodicals and newsletters
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 163 | $112,306,829 |
| Individuals (other than high net worth individuals) | 131 | $39,807,128 |
| High net worth individuals | 30 | $71,235,210 |
| Charitable organizations | 2 | $1,264,491 |
More Retirement Planning firms in Hinsdale, Illinois:
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|---|---|---|
| $1,016,556,943,580 | 41105 | 674 | |
| $545,530,164,135 | 401 | 220 | |
| $426,071,864,566 | 1821809 | 415 | |
| $248,044,764,038 | 37 | 1857 | |
| $239,614,971,441 | 59703 | 397 |
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