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HEMSLEY ADVISORS, LTD.
311 S Wacker Drive
Suite 1525
Chicago, Illinois 60606
Tel: 847-381-7314
About HEMSLEY ADVISORS, LTD.
HEMSLEY ADVISORS, LTD, formally registered with the SEC as HEMSLEY ADVISORS, LTD. The firm was established in 07/26/1994. They have over 2 offices throughout the country.
HEMSLEY ADVISORS, LTD. is a Chicago, Illinois based Financial Planning firm with nearly $478,771,737 assets under management, offering retirement planning & investment advisory services to 694 clients. The firm is staffed with 5 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 106414 |
| SEC# | 801-47007 |
| Assets Managed by Firm | $478,771,737 |
| No. of Clients | 694 |
| No. of Advisors | 5 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 694 | $478,771,737 |
| Individuals (other than high net worth individuals) | 160 | $69,369,926 |
| High net worth individuals | 105 | $404,702,204 |
| Pension and profit sharing plans | Fewer than 5 clients | $903,880 |
| Charitable organizations | Fewer than 5 clients | $2,503,031 |
| Corporations or other businesses | Fewer than 5 clients | $1,292,696 |
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| $479,793,782,427 | 2284921 | 13903 | |
| $176,091,949,959 | 88 | 77 | |
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