HEDEKER WEALTH Overview
Hedeker Wealth Management Group Llc is an investment advisor that manages 216.6 MM dollars in regulatory AUM and has 9 employees, of which 2 perform investment advisory functions.
The manager's has disclosed holdings from 12/31/14 to 06/30/21. The fund's latest filing disclosed 321MM in positions, representing 148% of the manager's regulatory AUM.
The manager's has disclosed holdings from 12/31/14 to 06/30/21. The fund's latest filing disclosed 321MM in positions, representing 148% of the manager's regulatory AUM.
HEDEKER WEALTH StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
HEDEKER WEALTH Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| MBB | 5.07% | ETF | -0.1% | -0.09% | 0 | 0% | ||
| MSFT | 4.68% | Tech | 13.65% | 0.32% | 0 | 0% | ||
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FEATURED IN
HEDEKER WEALTH Founders and Key Employees
| Name | Title | In Position Since |
|---|
| Dean R. Hedeker | Principal/Chief Compliance Officer/Member | October-2002 |
HEDEKER WEALTH Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
HEDEKER WEALTH Investment Strategy
Item 8 Client Contact with Portfolio Managers
You may contact Mr. Hedeker, the Program's portfolio manager, at any time.
Item 9 Additional Information
...
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You may contact Mr. Hedeker, the Program's portfolio manager, at any time.
Item 9 Additional Information
...
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HEDEKER WEALTH Portfolio Concentration
HEDEKER WEALTH Location
ONE OVERLOOK POINT
SUITE 250
LINCOLNSHIRE, Illinois
UNITED STATES, 60069
SUITE 250
LINCOLNSHIRE, Illinois
UNITED STATES, 60069
HEDEKER WEALTH Contact Information
Phone Number: 847-913-5594
Fax Number: 847-913-6793
Website: null
Fax Number: 847-913-6793
Website: null
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