Hammond Investment Management, LLC
RIASEC Registered
Total AUM
$20.6M
Discretionary
$18.9M
92% of AUM
Avg account
$979K
Accounts
21
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 123015
- Website
- www.hammondinvestments.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- Individuals53.13%
- State / Municipal Government46.87%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Hammond Investment Management, LLC is a small, fee-based advisory firm organized as an LLC that serves both individual/family clients and institutional accounts. The firm charges a percentage of assets under management and focuses on portfolio management for individuals, small businesses, and institutions. It reports an owner who is an individual and does not identify as an active ESG investor or a multi-state adviser.
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
- US Government Bonds69%
- Public Funds/Mutual Funds16%
- Exchange Traded Equities7%
- Cash & Cash Equivalents5%
- Other2%
Contacts
1 of 1
Timothy Hammond
Sole ProprietorCRD 2299335
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
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