|
⚲
|
| Beyond Your Hammock LLC
✚
|
|
|---|---|
| CRD # | 168738 |
| SEC # | 801-136136 |
| CIK # | |
| AUM | $115.4 M (2026-06-24) |
| Employees | 3 (67% Investors, 0% Brokers) |
| Phone | 617-446-3841 |
| Address | 50 Milk Street, 16th Floor Boston, MA 02109 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 113 | 38.7 |
| (b) Individuals (high net worth individuals) | 48 | 76.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 369 | 115.4 |
| By Discretionary | ||
| Discretionary | 369 | 115.4 |
| Non-Discretionary | 0 | 0.0 |
| Total | 369 | 115.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 115.4 | |
| Total | 369 | 115.4 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Encompass Advisory Services LLC
✚
|
TX | 0.1 |
|
Hinsdale Associates Inc
✚
|
IL | 0.1 |
|
Cox Financial Group Inc
✚
|
OH | 0.1 |
|
OMNI Financial LLC
✚
|
WI | 0.1 |
|
Paradigm Wealth Management LLC
✚
|
NE | 0.1 |
|
Colburn Wealth Management LLC
✚
|
OH | 0.1 |
|
Leach Bickmore & Weiss Wealth Management LLC
✚
|
WI | 0.1 |
|
Kaltbaum Capital Management LLC
✚
|
0.1 | |
|
Taber Asset Management LLC
✚
|
0.1 | |
|
Eagleson Arndt Financial Advisors LLC
✚
|
CA | 0.1 |