HENDRICKS WEALTH AND ESTATE MANAGEMENT
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
FINTRXOverview
Hendricks Wealth And Estate Management, LLC is an independent registered investment adviser that began SEC registration in 2017. The firm serves individual and family clients as well as institutional relationships, offering financial planning, portfolio management for individuals and small businesses, and pension consulting services. Compensation is a mix of asset-based fees, hourly charges, and fixed fees. The adviser identifies as a domestic entity with individual ownership and reports no focus on ESG investing or broad multi‑state advisory operations. Industry ties include relationships with other investment advisers, a law firm, and an insurance company.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds96%
- Cash & Cash Equivalents3%
- Exchange Traded Equities1%
Contacts
3 of 6Thomas Anderson
Financial AdvisorCRD 8090136
SEAN HENDRICKS
Financial AdvisorCRD 6064288
NANETTE KASTNER
Office ManagerCRD 5422193
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
ALGONQUIN, IL
MCHENRY
Location
ALGONQUIN, IL
Headquartered in ALGONQUIN, IL, anchoring the Chicago-Naperville, IL-IN-WI metro in the Midwest.
- Metro area
- Chicago-Naperville, IL-IN-WI
- Region
- Midwest
- County
- MCHENRY
- Address
- 2403 Harnish Dr
- Time zone
- CT (UTC-6)
- Office locations
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