Pekin Hardy Strauss, Inc.
Firm details
- Headquarters
- Chicago, Illinois
- CRD number
- 107310
- Registered since
- December 29, 1989
- Website
- pekinhardy.com
- Custodians
- PERSHING LLC, CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI85.93%
- Individuals9.83%
- Corporations / Businesses1.96%
- Pension & Profit Sharing Plans1.25%
- Charitable Organizations1.03%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Pekin Hardy Strauss, Inc. is an independent registered investment adviser that has been SEC-registered since 1989. The firm manages client relationships on a percentage-of-AUM fee basis and serves both individual/family and institutional clients. Its advisory services include financial planning and discretionary portfolio management for individuals, small businesses, and institutions. The firm identifies as an active ESG investor and operates as a corporation owned by a mix of domestic entities and individuals.
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
- Exchange Traded Equities62%
- Other13%
- US Government Bonds10%
- Cash & Cash Equivalents8%
- Public Funds/Mutual Funds4%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 144Active vs passive
$324M in ETFs
83%
$270M
10%
$53.8M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES MSCI SOUTH KOREA ETF (EWY) | BlackRock | Passive | Miscellaneous Region | $18.6M | 102,027 | 5.76% |
Location
Chicago, IL
Cook
Location
Chicago, IL
Headquartered in Chicago, IL, anchoring the Chicago-Naperville, IL-IN-WI metro in the Midwest.
- Metro area
- Chicago-Naperville, IL-IN-WI
- Region
- Midwest
- County
- Cook
- Address
- 227 W Monroe St
- Time zone
- CT (UTC-6)
- Office locations
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