650 Spring Hill Ring Road
Ste 2000
West Dundee, Illinois 60118
Tel: 847-428-3997
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.
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 289593 |
| SEC# | 801-111818 |
| Assets Managed by Firm | $351,692,222 |
| No. of Clients | 2620 |
| No. of Advisors | 5 |
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 2620 | $351,692,222 |
| Individuals (other than high net worth individuals) | 683 | $122,764,996 |
| High net worth individuals | 156 | $221,581,981 |
| Pension and profit sharing plans | 7 | $7,345,245 |
| 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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