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 12/31/19. The fund's latest filing disclosed 187MM in positions, representing 86% of the manager's regulatory AUM.
The manager's has disclosed holdings from 12/31/14 to 12/31/19. The fund's latest filing disclosed 187MM in positions, representing 86% 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 | ||
|---|---|---|---|---|---|---|---|---|
| AAPL | 6.25% | Tech | -8.52% | -0.09% | 0 | 34% | ||
| MSFT | 5.77% | Tech | 5% | 0.68% | 0 | 39% | ||
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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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Unlock Full Investment Process Description
You may contact Mr. Hedeker, the Program's portfolio manager, at any time.
Item 9 Additional Information
...
Unlock Full Investment Process Description
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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