Hammer Advisory Services, Inc.
Firm details
- Headquarters
- Woodbury, Minnesota
- CRD number
- 152914
- Website
- www.hammeradvisory.com
- Custodians
- ALTRUIST FINANCIAL LLC, CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI78.91%
- Individuals20.36%
- Other0.73%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Hammer Advisory Services, Inc. is an independent, individually owned registered investment adviser that focuses on serving individual and family clients. Its advisory work centers on financial planning and discretionary and non-discretionary portfolio management for individuals and small businesses. The firm charges clients via a mix of percentage-of-AUM, hourly, and fixed-fee arrangements. It does not identify as an active ESG investor, is not set up as a multi-state adviser, and does not operate as a capital allocator or pension consultant.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds94%
- Exchange Traded Equities3%
- Cash & Cash Equivalents3%
Contacts
1 of 1
David Hammer
Owner / Financial AdvisorCRD 2919908
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Woodbury, MN
Washington
Location
Woodbury, MN
Headquartered in Woodbury, MN, anchoring the Minneapolis-St. Paul, MN-WI metro in the Midwest.
- Metro area
- Minneapolis-St. Paul, MN-WI
- Region
- Midwest
- County
- Washington
- Address
- 2042 Wooddale Dr
- Time zone
- CT (UTC-6)
- Office locations
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