linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Anes Kadiric

Performance Wealth

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Anes? Claim Your Profile

About Anes Kadiric

Anes Kadiric is a financial advisor with Performance Wealth, a firm headquartered in Hinsdale, Illinois. Anes has been in the industry since 2018 and holds a Series 7, Series 66, and SIE licenses. Anes is also a Certified Financial Planner and has experience in various financial services areas, including portfolio management and financial planning. Anes has worked with several financial firms previously, including William Blair and Edward Jones. Anes's approach to financial advising is centered on developing personalized strategies for clients, prioritizing their individual goals and needs.

Firm Information

Anes Kadiric is currently registered with Performance Wealth. Performance Wealth is an investment advisory firm based in Hinsdale, IL. The firm provides financial planning, pension consulting, portfolio management for businesses and individuals, and other advisory services. Performance Wealth has approximately $3.4 billion in assets under management and serves a variety of clients, including high-net-worth individuals, corporations, and charitable organizations.
Performance Wealth

36 E. HINSDALE AVE

HINSDALE, IL 60521

$3.39B

Assets Under Management

Not reported

Total Clients

6

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

check

percentage of assets

A percentage of the total value of assets under management is charged.

check

performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Anes Kadiric’s Registration & Firm History

IL

01/28/2021 - Present

Performance Wealth (HINSDALE IL)

IL

05/15/2019 - 02/09/2021

WILLIAM BLAIR (CHICAGO IL)

IL

03/05/2018 - 05/10/2019

EDWARD JONES (DOWNERS GROVE IL)

Not sure if Anes Kadiric is right for you?

Licenses & Designations

BOTH

Issued 03/26/2018

Series 66 - Uniform Combined State Law Examination

BC

Issued 05/29/2024

Series 7TO - General Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/05/2018

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Anes Kadiric.
Not sure if Anes Kadiric is right for you?