H.P. Becker & Co

RIASEC Registered
Total AUM
Avg account
$0
Accounts
0
Employees
3
Advisory reps
1

Firm details

Headquarters
Northbrook, Illinois
CRD number
107902
Fee structure
Percentage of AUM, Fixed Fees
Services
Portfolio Management for Individuals

Firm profile

FINTRX

Overview

H.P. Becker & Co. is organized as a corporation and operates as an independent registered investment adviser under individual ownership. The firm’s stated advisory activity centers on portfolio management for individuals and small businesses, and its fee arrangements include both an asset‑based percentage and fixed-fee engagements. The firm is not listed as a capital allocator and does not identify as an active ESG investor, pension consultant, or related adviser. Regulatory and operating details in the available record are sparse: the SEC registration year is not listed, the adviser is not designated as a multi‑state firm, and it is not categorized as newly formed. The profile also indicates the firm maintains two office locations, which, together with the focus on individuals and small businesses, suggests a local or regional service footprint rather than an institutional emphasis.

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

1 of 1
  • Henry Becker

    PresidentCRD 16342

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth