Anes
Kadiric
Performance Wealth
Answer a few questions and
get matched with an advisor.
About this Advisor
Anes Kadiric is a financial advisor based out of Hinsdale, Illinois with a total of 2 years of relevant experience. Kadiric is currently employed by Performance Wealth. Throughout their career, Kadiric has worked at Edward Jones, Sports Made Personal, Stericycle, Myresjo/Vetlanda Fk, Oakton Community College, Benedictine University, William Blair and Performance Wealth Partners, LLC. Kadiric has a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is registered to operate in Illinois and Texas. Performance Wealth is an advisory firm that has its headquarters in Hinsdale, IL. It has offices in two locations and a total of 11 financial advisors. It has $2 billion in total assets among its 1,837 client accounts, placing it among the largest firms in the nation by assets under management. Of its 1,837 client accounts, 56% are held by high-net-worth individuals who have at least $1 million in assets available to invest. The advisory firm has a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and pension consulting services. A financial advisor's fee schedules usually depend on which services are offered. However, fees billed by Performance Wealth typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
Performance Wealth Brokerage Details
$1,901,033,251
11
1,837
$1,034,858
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
Anes Kadiric Work History
Anes has been registered as a financial advisor for 2 years.*
Performance Wealth Partners, LLC
William Blair
Edward Jones
Stericycle
Myresjo/Vetlanda Fk
Benedictine University
Sports Made Personal
Oakton Community College
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Anes Kadiric to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Performance Wealth
Hinsdale, IL
Hinsdale, IL
Hinsdale, IL
Hinsdale, IL
Hinsdale, IL
Naples, FL
Marco Island, FL
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
