This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Vertex peakFusion north +more
- 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).
Team overview
Insights
Asset Classes
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
MICHAEL ANTHONY URBIK
Certified Financial Planner, Chief Compliance Officer, President
- CRD
- #1155930
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $120,116,270 | $876,761 |
| Non-Discretionary | $0 | -- |
| Total | $120,116,270 | $876,761 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $120,116,270
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,852,339,285 | 22.7% |
| Corporate - Investment Grade | $1,281,133,338 | 15.7% |
| Municipal Bonds | $2,929,470,499 | 35.9% |
| U.S. Government/Agency | $1,517,775,802 | 18.6% |
| Cash | $579,366,032 | 7.1% |
| Total | $8,160,084,956 | 100.0% |