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HENDRICKS WEALTH AND ESTATE MANAGEMENT

650 Spring Hill Ring Road
Ste 2000
West Dundee, Illinois 60118
Tel: 847-428-3997

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About HENDRICKS WEALTH AND ESTATE MANAGEMENT

HENDRICKS WEALTH AND ESTATE MANAGEMENT, formally registered with the SEC as HENDRICKS WEALTH AND ESTATE MANAGEMENT. The firm was established in 10/06/2017. They have over 3 offices throughout the country.

HENDRICKS WEALTH AND ESTATE MANAGEMENT is a West Dundee, Illinois based Financial Planning firm with nearly $351,692,222 assets under management, offering retirement planning & investment advisory services to 2620 clients. The firm is staffed with 5 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#289593
SEC#801-111818
Assets Managed by Firm$351,692,222
No. of Clients2620
No. of Advisors5

Fee Structure

  • A percentage of AUM
  • Hourly charges
  • Fixed fees

Advisory Services Provided

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pesnsion consulting services

Firm Client Information

No. of ClientsAUM
Firm Total2620$351,692,222
Individuals (other than high net worth individuals)683$122,764,996
High net worth individuals156$221,581,981
Pension and profit sharing plans7$7,345,245

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