Hinsdale Associates
SEC RegisteredNationwide reach with a hometown touch.
About the firm
Hinsdale Associates opened for business March 1, 1965 in the western suburbs of Chicago, Illinois. It was founded by Jerome A. Urbik CLU ChFC as an Independent Marketing Organization with a mission to serve people with unbiased financial advice and help them acquire the financial products and services that best met their needs.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
The firm manages money for a fee based on assets under management, offering services including retirement planning, investment/wealth management, pension/fixed income programs, insurance, money management, financial planning, equity portfolios, ETF/mutual fund portfolios, and hidden 401(k) fee analysis.
Who they serve
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 116 | $35M |
| High Net Worth Individuals | 37 | $85M |
| State/Municipal Entities | 2 | — |
137 total clients reported on Form ADV.
Leadership
Office locations
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| First $2,000,000 | 1.00% |
| Next $3,000,000 | 0.75% |
| Next $5,000,000 | 0.50% |
| Above $10,000,001 | 0.38% |
Data as of February 26, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Hinsdale Associates has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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