Hewitt Investment Group LLC is a large advisory firm based in Lincolnshire. It manages $77.08 billion of regulatory assets for 214 client accounts. It has been registered with the SEC as an adviser since 2008 and has operated in the jurisdictions of Alabama, Alaska, Arizona, and 48 other states.
Hewitt Investment Group provides portfolio management for pooled investment vehicles, portfolio management for businesses and institutional clients, and pension consulting services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Hewitt Investment Group LLC is $77.08 billion. The company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Hewitt Investment Group LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Dalip Mohan Puri joined the executive team most recently as the Vice President.
The principal office where Hewitt Investment Group LLC performs its advisory services is located at 100 Half Day Road, Lincolnshire, IL 60069, which is also the mailing address of the firm. An additional office of the firm is in Norwalk, CT. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 847-295-5000 or by fax 847-295-7960. The normal business hours are 8:30 a.m. - 5:00 p.m. on Monday - Friday. You can find more information about the New York firm at www.hewittinvest.com.