|
⚲
|
| Keyboard |
| Hemsley Advisors Ltd
✚
|
|
|---|---|
| CRD # | 106414 |
| SEC # | 801-47007 |
| CIK # | |
| AUM | 638.1 M (2026-04-21) |
| Employees | 5 (80% Investors, 0% Brokers) |
| Phone | 847-381-7314 |
| Address | 311 S Wacker Drive Chicago, IL 60606 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 197 | 76.1 |
| (b) Individuals (high net worth individuals) | 127 | 554.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 1.7 |
| (h) Charitable organizations | 0 | 3.5 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 2.6 |
| (n) Other | 0 | 0.0 |
| Total | 745 | 638.1 |
| By Discretionary | ||
| Discretionary | 130 | 85.1 |
| Non-Discretionary | 615 | 552.9 |
| Total | 745 | 638.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 638.1 | |
| Total | 745 | 638.1 |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Raab & Moskowitz Asset Management LLC
✚
|
NJ | 642.9 M |
|
The Financial Resource Center Inc
✚
|
IN | 642.5 M |
|
Murphy Pohlad Asset Management LLC
✚
|
MN | 639.7 M |
|
TCFG Investment Advisors LLC
✚
|
CA | 639.4 M |
|
Resource Financial Group Ltd
✚
|
IL | 637.4 M |
|
Southern Capital Advisors LLC
✚
|
TN | 636.9 M |
|
West Advisors Incorporated
✚
|
636.7 M | |
|
Fire Capital Management LLC
✚
|
635.5 M | |
|
Northwest Financial Services Inc
✚
|
IN | 634.9 M |
|
Vision Retirement LLC
✚
|
NJ | 633.7 M |