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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 05-04-1983
- Office Locations
- 1
Office Locations
About Hinsdale Associates
Hinsdale Associates is a fee-based wealth management and planning firm founded in 1965 in Chicago's western suburbs. The team provides retirement and financial planning, investment/wealth management, pension and fixed-income programs, and insurance solutions, using institutional resources with an emphasis on controlling investment expenses. Custodian partnerships include Charles Schwab Institutional (since 1998) and TD Ameritrade (since 2005).
Reported data analysis
What the numbers show
Between March 20, 2025 and February 26, 2026, reported AUM increased 9.5%, from $109.7M to $120.1M.
Across 5 reported observations, AUM decreased 6.9% between July 19, 2022 and February 26, 2026, from $129.1M to $120.1M.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 1 advisory representatives and 292 clients, or 292 clients per representative. That equates to $411.4K in reported AUM per client.
The profile lists 1 reported office location and 43 years in operation. The source data was last updated on February 26, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
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- Investment Themes
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Owner & Executives
MICHAEL ANTHONY URBIK
Certified Financial Planner, Chief Compliance Officer, President
- CRD
- #1155930
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $120,116,270 | $876,761 |
| Non-Discretionary | $0 | -- |
| Total | $120,116,270 | $876,761 |
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Separately Managed Accounts
SMA allocation detail is available
Hinsdale Associates has reported separately managed account data across 5 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.