Hammer And Company LLC
Firm details
- Headquarters
- ,
- CRD number
- 107787
- Website
- www.hammerandco.com
- Fee structure
- Percentage of AUM
- Client types
- HNWI99.76%
- Individuals0.24%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Hammer And Company LLC is a small, equity-focused advisory firm that manages portfolios for high-net-worth individuals and families as well as small businesses. The firm operates as an individual-owned limited liability company and charges clients a fee calculated as a percentage of assets under management. Its advisory activity centers on discretionary portfolio management, with a clear tilt toward liquid, exchange-traded equities rather than bond-heavy or cash-oriented mandates. Hammer And Company LLC is not positioned as an active ESG investor and does not present as a multi-state adviser. Filings indicate the firm runs concentrated, account-level management rather than a broad lineup of pooled funds. That profile fits an advisor who implements bespoke equity allocations for a relatively small client roster, using models that emphasize tradable, listed instruments and allow for individualized positioning and trading.
Assets & Accounts
Public Holdings
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
- Exchange Traded Equities100%
Owners & executives
1 of 1Teresa Rivera
Chief Compliance OfficerCRD 4679251
Contacts
1 of 1Mark Hammer
PresidentCRD 2021640
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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