Hilco Investment Advisors, LLC
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Learn more about Hilco Investment Advisors, LLC
Overview
Hilco Investment Advisors, LLC operates as a financial advisor company that has its headquarters in Northbrook, Illinois. Hilco Investment Advisors, LLC oversees $143.0 million in total assets throughout three customer accounts, making it a mid-tier firm in the United States by assets under management (AUM). The company has a small team, including 18 financial advisors. Hilco Investment Advisors, LLC does not act as a registered broker-dealer, signifying that the firm cannot buy and sell securities for its own accounts as well as its clients' and instead has to go through a broker-dealer company to do so. Securities are tradable financial investments like options, equities and bonds.
Hilco Investment Advisors, LLC oversees all of its client assets in a discretionary manner. Discretionary management means that transaction judgments for the client's account are made by an investment advisor without requiring the customer's authorization. Hilco Investment Advisors, LLC's typical account size is $47.7 million. The average advisor at Hilco Investment Advisors, LLC oversees fewer than one client account, making it one of the most personalized advisor firms in the country.
The firm's central office is located at One Northbrook Place 5 Revere Drive, Northbrook, Illinois 60062-1568. It is legally registered to provide services to customers in the state of Illinois.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Hilco Investment Advisors, LLC by the Numbers
$143.0 million
23
3
$47.7 million
Fee Structure
Fees for financial advice largely are based on which services the firm provides the client. However, fee types billed by the company can consist of any blend of the following fee types: asset-based or performance-based. Wrap fee programs, or the practice of bundling services for a single fee, are not provided by the firm.
Available
-
Offered by 69% of firms
Percentage of Assets
-
Offered by 26% of firms
Performance-based
Unavailable
-
Find one of the 21% of firms that offer this fee type
Hourly
-
Find one of the 1% of firms that offer this fee type
Commissions
-
Find one of the 0% of firms that offer this fee type
Subscription
-
Find one of the 32% of firms that offer this fee type
Fixed
-
Find one of the 10% of firms that offer this fee type
Other
Types of Clients
Hilco Investment Advisors, LLC provides services to pooled investment vehicles. Out of its three customers, Hilco Investment Advisors, LLC's biggest client type is pooled investment vehicles. None of the firm's accounts are from outside of the U.S.
- High-Net-Worth Individuals* - 0%
- Other Individuals - 0%
- Corporations - 100%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Hilco Investment Advisors, LLC does not have any disclosures.
Please visit its Form ADV for more details.
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