Hammond Wealth Partners

RIASEC Registered
Total AUM
$4.4K
Discretionary
$4.4K
100% of AUM
Avg account
$4.4K
Accounts
1
Employees
1
Advisory reps
1

Firm details

Headquarters
,
CRD number
338574
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees
Client types
  • Individuals100%
Services
Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

Hammond Wealth Partners is an independent registered investment adviser organized as a limited liability company and owned by an individual. The firm targets individual and family clients and provides financial planning and portfolio management services for individuals and small businesses. Its fee arrangements include AUM-based fees as well as hourly and fixed-fee engagements, indicating a mix of ongoing discretionary relationships and project-based work. The firm does not identify as an ESG investor, is not a multi-state adviser, and does not position itself as a capital allocator or pension consultant.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 100%100%
  • Exchange Traded Equities100%

Contacts

1 of 1
  • Ryan Hammond

    Ryan Hammond

    Wealth AdvisorCRD 8028603

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

FINTRX

Location

Primary office

, null

Location

, null

Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth