Insights

Wealth Management Focus Independent investment adviser serving high-net-worth clients with value investing and custom portfolios. Potential up-sell: expand discretionary/ managed accounts and ongoing financial planning for existing clients.

Acquisition Opportunity Recent acquisition activity with Generac Holdings indicates a growth and consolidation strategy. Potential synergy: offer integration services, back-office optimization, or cross-sell to newly acquired client base.

Tech Stack Relevance Utilizes modern web and analytics tools (Cloudflare, Google Tag Manager, Piwik PRO). Potential cross-sell: cybersecurity enhancements, data analytics consulting, or marketing automation services to strengthen digital footprint.

Financial Scale Revenue in the low tens of millions with 11-50 employees. Growth potential through expanded fund offerings, strategic partnerships, or outsourced portfolio management services to boost capacity without linear headcount growth.

Regulatory & Reputation Registered with the SEC as an investment adviser and emphasizes ethics and objectivity. Position for compliance, governance, and ESG data solutions to support fidelity and risk management for client mandates.

Similar companies to Pekin Hardy Strauss Wealth Management

Pekin Hardy Strauss Wealth Management Tech Stack

Pekin Hardy Strauss Wealth Management uses 8 technology products and services including Twitter Ads, iCIMS, WordPress, and more. Explore Pekin Hardy Strauss Wealth Management's tech stack below.

Pekin Hardy Strauss Wealth Management's Email Address Formats

Pekin Hardy Strauss Wealth Management uses at least 5 email formats:
Pekin Hardy Strauss Wealth Management Email FormatsExamplePercentage
First@pekinhardy.comJohn@pekinhardy.com
88%
FLast@pekinhardy.comJDoe@pekinhardy.com
12%
First@pekinsinger.comJohn@pekinsinger.com
71%
FLast@pekinsinger.comJDoe@pekinsinger.com
25%
FL@pekinsinger.comJD@pekinsinger.com
4%

Frequently Asked Questions

What is Pekin Hardy Strauss Wealth Management's phone number?

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You can contact Pekin Hardy Strauss Wealth Management's main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Pekin Hardy Strauss Wealth Management's official website and social media links?

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Pekin Hardy Strauss Wealth Management's official website is pekinhardy.com and has social profiles on LinkedIn.

How much revenue does Pekin Hardy Strauss Wealth Management generate?

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As of September 2026, Pekin Hardy Strauss Wealth Management's annual revenue is estimated to be $10M - $25M.

What is Pekin Hardy Strauss Wealth Management's NAICS code?

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Pekin Hardy Strauss Wealth Management's NAICS code is 5239 - Other Financial Investment Activities.

How many employees does Pekin Hardy Strauss Wealth Management have currently?

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As of September 2026, Pekin Hardy Strauss Wealth Management has approximately 16 employees across 2 continents, including North America and Europe. Key team members include Producer: A. P. Explore Pekin Hardy Strauss Wealth Management's employee directory with LeadIQ.

What industry does Pekin Hardy Strauss Wealth Management belong to?

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Pekin Hardy Strauss Wealth Management operates in the Investment Management industry.

What technology does Pekin Hardy Strauss Wealth Management use?

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Pekin Hardy Strauss Wealth Management's tech stack includes Twitter Ads, iCIMS, WordPress, Shopify, Microsoft 365, Google Cloud, Constant Contact and Piwik PRO Core.

What is Pekin Hardy Strauss Wealth Management's email format?

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Pekin Hardy Strauss Wealth Management's email format typically follows the pattern of First@pekinhardy.com. Find more Pekin Hardy Strauss Wealth Management email formats with LeadIQ.

When was Pekin Hardy Strauss Wealth Management founded?

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Pekin Hardy Strauss Wealth Management was founded in 1990.
Pekin Hardy Strauss Wealth Management logo

Pekin Hardy Strauss Wealth Management

Investment ManagementIllinois, United States11-50 Employees

Pekin Hardy Strauss Wealth Management is an independent investment advisory firm based in Chicago, Illinois, founded in 1990. It serves high-net-worth clients by offering wealth management services, comprehensive financial planning, and customized investment portfolios, drawing on a disciplined value investing approach intended to balance capital preservation with risk-adjusted performance. The firm also acts as the adviser to a value-oriented mutual fund, reflecting its focus within the investment management industry and its emphasis on objective, ethical practice in client service. Pekin Hardy Strauss is employee-owned and maintains a commitment to high standards of ethics and objectivity as it operates in the Chicago market. A recent development involves the firm acquiring holdings in Generac Holdings, indicating expansion activity within its advisory business.

Section iconCompany Overview

Phone number
NAICS Code
5239 - Other Financial Investment Activities
Founded
1990
Employees
11-50

Section iconFunding & Financials

  • $10M - $25M

    Pekin Hardy Strauss Wealth Management's revenue is estimated to be in the range of $10M - $25M

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