H.P. Becker & Co
Firm details
- Headquarters
- NORTHBROOK, Illinois
- CRD number
- 107902
- Fee structure
- Percentage of AUM, Fixed Fees
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
H.P. Becker & Co. operates as a corporation focused on providing portfolio management services primarily for individuals and small businesses. The firm is structured to offer a fee model based on a percentage of assets under management, along with fixed fees. While it does not engage in capital allocation or act as a pension consultant, it emphasizes personalized investment strategies tailored to its clients' needs. The firm does not actively pursue environmental, social, and governance (ESG) investments, which may influence its investment approach.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
1 of 1HENRY BECKER
PresidentCRD 16342
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
NORTHBROOK, IL
COOK
Location
NORTHBROOK, IL
Headquartered in NORTHBROOK, IL, anchoring the Chicago-Naperville, IL-IN-WI metro in the Midwest.
- Metro area
- Chicago-Naperville, IL-IN-WI
- Region
- Midwest
- County
- COOK
- Address
- 1125 Lake Cook Rd
- Time zone
- CT (UTC-6)
- Office locations
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