Hendricks Wealth And Estate Management

RIASEC RegisteredEst. 2017

Total AUM

$536M

Discretionary

$532M

99% of AUM

Avg account

$196K

Accounts

2,734

Employees

Advisory reps

Firm details

Headquarters: Algonquin, Illinois
CRD number: 289593
Registered since: October 6, 2017
Website: www.jghfs.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI63.63%
Individuals35.61%
Pension & Profit Sharing Plans0.76%
Services: Financial PlanningPortfolio Management for IndividualsPension Consulting

Firm profile

FINTRX

Overview

Hendricks Wealth And Estate Management is an independent registered investment adviser organized as an LLC and operating since 2017. The firm serves individual and family clients as well as institutional clients, offering financial planning, portfolio management for individuals and small businesses, and pension consulting. Its fee arrangements include a percentage-of-AUM option alongside hourly and fixed-fee engagements. Hendricks does not identify as an active ESG investor and is not designated as a capital allocator. The firm lists affiliations with other industry entities including another investment adviser, a law firm, and an insurance company.