RIA Intelligence

J.G.HENDRICKS FINANCIAL SERVICES, LLC

Legal name: HENDRICKS WEALTH AND ESTATE MANAGEMENT

CRD #289593 SEC #801-111818 ALGONQUIN, IL 847-428-3997
SEC Registered
Total AUM
$411.6M
Discretionary
$406.6M
Employees
8
Clients
1
Accounts
2,688

AUM Over Time

DateSep 2025
Total AUM$411.6M
Discretionary$406.6M
Non-Disc.$4.9M
Employees8
Clients0
DateMar 2025
Total AUM$411.6M
Discretionary$406.6M
Non-Disc.$4.9M
Employees5
Clients0
DateFeb 2024
Total AUM$351.7M
Discretionary$343M
Non-Disc.$8.7M
Employees5
Clients0
DateOct 2023
Total AUM$274M
Discretionary$268.2M
Non-Disc.$5.8M
Employees5
Clients1
DateMar 2023
Total AUM$274M
Discretionary$268.2M
Non-Disc.$5.8M
Employees5
Clients1
DateMar 2022
Total AUM$332.3M
Discretionary$324.5M
Non-Disc.$7.8M
Employees4
Clients0
DateMar 2021
Total AUM$267M
Discretionary$261.6M
Non-Disc.$5.4M
Employees3
Clients0
DateSep 2020
Total AUM$208.1M
Discretionary$202M
Non-Disc.$6.1M
Employees3
Clients0
DateJun 2020
Total AUM$208.1M
Discretionary$202M
Non-Disc.$6.1M
Employees3
Clients0
DateJun 2020
Total AUM$208.1M
Discretionary$202M
Non-Disc.$6.1M
Employees3
Clients0
DateMar 2020
Total AUM$208.1M
Discretionary$202M
Non-Disc.$6.1M
Employees3
Clients0
DateMar 2020
Total AUM$140.6M
Discretionary$136.8M
Non-Disc.$3.8M
Employees2
Clients0
DateSep 2019
Total AUM$140.6M
Discretionary$136.8M
Non-Disc.$3.8M
Employees2
Clients0
DateApr 2019
Total AUM$140.6M
Discretionary$136.8M
Non-Disc.$3.8M
Employees2
Clients0
DateMar 2019
Total AUM$140.6M
Discretionary$136.8M
Non-Disc.$3.8M
Employees2
Clients0
DateAug 2018
Total AUM$126.5M
Discretionary$126.5M
Non-Disc.$0
Employees2
Clients0
DateJun 2018
Total AUM$126.5M
Discretionary$126.5M
Non-Disc.$0
Employees2
Clients0
DateJan 2018
Total AUM$126.5M
Discretionary$126.5M
Non-Disc.$0
Employees2
Clients0
DateNov 2017
Total AUM$101.2M
Discretionary$101.2M
Non-Disc.$0
Employees2
Clients0
DateOct 2017
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateSep 2017
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0