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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 07-26-1994
- Office Locations
- 4
Office Locations
About Hemsley Advisors, Ltd.
Hemsley Advisors is a Chicago-based, fee-only fiduciary providing wealth management and ongoing financial planning, including tax and legacy/estate planning, for individuals and families with no minimum portfolio size. The firm emphasizes long-term, relationship-driven advice and constructs portfolios that lean heavily on ETFs and high-quality fixed income, with assets typically custodied at Schwab.
Team overview
Insights
Asset Classes
Client Personas
Investment Themes
Investment Vehicles
Services
Owner & Executives
GEORGE GERARD HEMSLEY
Financial Planner, President
- CRD
- #1103817
- Ownership
- 50% but less than 75%
JOANNE CATERINA HEMSLEY
Advisor, Chief Financial Officer, Secretary
- CRD
- --
- Ownership
- 50% but less than 75%
Showing 2 of 3 owners & executives
Unlock allContacts
Robert Domenic DiLegge Jr.
--
- CRD
- #7811847
ALEXANDER VINCENT HEMSLEY
Financial Planner
- CRD
- #6745034
Showing 2 of 5 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $85,145,308 | $654,964 |
| Non-Discretionary | $552,915,515 | $899,050 |
| Total | $638,060,823 | $856,457 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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