Hammond Iles Wealth Advisors
Firm details
- Headquarters
- Wethersfield, Connecticut
- CRD number
- 136372
- Registered since
- July 20, 2005
- Website
- www.kfgwealth.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI54.98%
- Individuals44.34%
- Charitable Organizations0.68%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other AdvisersEducational Seminars / Workshops
Firm profile
FINTRXOverview
Hammond Iles Wealth Advisors is an independent, individually owned RIA that provides fee-based wealth management and financial planning for both individuals/families and institutional clients. The firm is registered with the SEC (registered in 2005) and positions itself as a capital allocator that also sources outside managers when appropriate. Its advisory services include portfolio management for individuals and small businesses, selection of other advisers, and educational seminars/workshops. The firm also operates as an insurance broker and offers multiple fee arrangements (percentage of AUM, hourly, and fixed fees). Hammond Iles reports being an active ESG investor. The firm appeared on FA Magazine’s Top RIA Firms list in 2020.
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 Funds86%
- Exchange Traded Equities7%
- Cash & Cash Equivalents6%
- US Government Bonds1%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Wethersfield, CT
Hartford
Location
Wethersfield, CT
Headquartered in Wethersfield, CT, anchoring the Hartford-East Hartford, CT metro in the Northeast.
- Metro area
- Hartford-East Hartford, CT
- Region
- Northeast
- County
- Hartford
- Address
- 100 Great Meadow Rd
- Time zone
- ET (UTC-5)
- Office locations
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