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Home > Retirement Planners > illinois > lincolnshire > HEDEKER WEALTH LLC
HEDEKER WEALTH LLC
One Overlook Point
Suite 610
Lincolnshire, Illinois 60069
Tel: 847-913-5594
About HEDEKER WEALTH LLC
HEDEKER WEALTH LLC, formally registered with the SEC as HEDEKER WEALTH LLC. The firm was established in 12/10/2002. They have over 2 offices throughout the country.
HEDEKER WEALTH LLC is a Lincolnshire, Illinois based Financial Planning firm with nearly $367,001,596 assets under management, offering retirement planning & investment advisory services to 653 clients. The firm is staffed with 8 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 124341 |
| SEC# | 801-61654 |
| Assets Managed by Firm | $367,001,596 |
| No. of Clients | 653 |
| No. of Advisors | 8 |
Fee Structure
- A percentage of AUM
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 653 | $367,001,596 |
| Individuals (other than high net worth individuals) | 111 | $47,864,349 |
| High net worth individuals | 81 | $309,785,942 |
| Charitable organizations | 6 | $332,706 |
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|---|---|---|---|
| $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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