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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| JGHendricks Financial Services LLC
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|---|---|
| CRD # | 289593 |
| SEC # | 801-111818 |
| CIK # | |
| AUM | $411.6 M (2025-03-19) |
| Employees | 5 (80% Investors, 0% Brokers) |
| Phone | 847-428-3997 |
| Address | 650 Spring Hill Ring Road West Dundee, IL 60118 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 721 | 135.5 |
| (b) Individuals (high net worth individuals) | 125 | 271.4 |
| (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 | 6 | 4.7 |
| (h) Charitable organizations | 0 | 0.0 |
| (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 | 2,688 | 411.6 |
| By Discretionary | ||
| Discretionary | 2,501 | 406.6 |
| Non-Discretionary | 187 | 4.9 |
| Total | 2,688 | 411.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 1.8 | |
| United States Persons | 409.8 | |
| Total | 2,688 | 411.6 |
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|---|---|---|
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Capital A Wealth Management LLC
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PA | 0.4 |
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PA | 0.4 |
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Castle Coast Wealth LLC
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CA | 0.4 |
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Nova R Wealth Inc
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KS | 0.4 |
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Adirondack Financial Services Corp
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NY | 0.4 |
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GA | 0.4 |
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Joule Financial LLC
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KY | 0.4 |
|
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MI | 0.4 |
|
Adkins Seale Capital Management LLC
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LA | 0.4 |