← Back to searchVisit website
PEKIN HARDY STRAUSS, INC.
CRD 107310 · SEC 801-35684
227 WEST MONROE STREET, SUITE 3625, CHICAGO, IL, 60606, United States
Phone
312-554-7525
Fax
312-554-7502
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$1.55B
Discretionary AUM
$1.55B
Team
19 total employees; 9 advisory reps; 2 broker-dealer reps
Clients
101-250
Fees
Percentage of AUM
Org form
Corporation
Filing date
2026-03-13
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 380 | $152.5M |
| High net worth individuals | 345 | $1.33B |
| Pension/profit sharing plans | 6 | $19.5M |
| Charitable organizations | 4 | $16.0M |
| Corporations/business entities | 8 | $30.4M |
States served
AZ, CA, CO, DE, GA, IL, IN, LA, MD, MA, MI, MN, NJ, NM, NY, NC, OH, PA, VA, WI, WA, TX, NH, CT, FL
All web addresses on file
- https://www.linkedin.com/company/pekin-hardy-strauss-wealth-management/
- HTTP://WWW.APPLESEEDCAPITAL.COM
- https://substack.com/@sustainableinvestinginsights
- https://www.facebook.com/Pekin-Hardy-Strauss-Wealth-Management
- https://pekinhardy.com/
- https://www.youtube.com/channel/UCh6lqVymb3Zo6e8YKVMH8rg
- https://twitter.com/pekinhardy
Official SEC filing: View on IAPD