|
⚲
|
| Hinsdale Associates Inc
✚
|
|
|---|---|
| CRD # | 108293 |
| SEC # | 801-18789 |
| CIK # | |
| AUM | $110.3 MM (2023-03-21) |
| Employees | 4 (50% Investors, 0% Brokers) |
| Phone | 630-325-7100 |
| Address | 15 Spinningwheel Road Hinsdale, IL 60521 |
| Source | [IAPD] [Website] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 160 | 45.9 |
| (b) Individuals (high net worth individuals) | 34 | 63.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 2 | 0.9 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 170 | 110.3 |
| By Discretionary | ||
| Discretionary | 170 | 110.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 170 | 110.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 110.3 | |
| Total | 170 | 110.3 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Coastwise Capital Group LLC
✚
|
CA | 0.1 |
|
Plan First Wealth LLC
✚
|
CT | 0.1 |
|
Entrust Investment Services LLC
✚
|
MI | 0.1 |
|
Atlas Financial Advisors Inc
✚
|
CA | 0.1 |
|
Orcam Financial Group LLC
✚
|
CA | 0.1 |
|
Journey Retirement Planning and Investment Management LLC
✚
|
ID | 0.1 |
|
Openair Financial LLC
✚
|
TX | 0.1 |
|
David S Reinders Inc
✚
|
CA | 0.1 |
|
Shapiro Financial Security Group Inc
✚
|
NJ | 0.1 |
|
Waldman Financial Advisers LLC
✚
|
VA | 0.1 |