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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| HMM Group LLC
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|---|---|
| CRD # | 289044 |
| SEC # | 801-110827 |
| CIK # | |
| AUM | $244.7 M (2025-01-29) |
| Employees | 3 (67% Investors, 67% Brokers) |
| Phone | 442-274-5300 |
| Address | 74900 Highway 111 Indian Wells, CA 92210 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 185 | 70.2 |
| (b) Individuals (high net worth individuals) | 70 | 174.5 |
| (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 | 609 | 244.7 |
| By Discretionary | ||
| Discretionary | 609 | 244.7 |
| Non-Discretionary | 0 | 0.0 |
| Total | 609 | 244.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 1.2 | |
| United States Persons | 243.5 | |
| Total | 609 | 244.7 |
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|---|---|---|
|
Echo Wealth Management LLC
✚
|
MN | 0.2 |
|
Alpine Capital Strategies LLC
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0.2 | |
|
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TX | 0.2 |
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Shoreline Asset Management LLC
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IN | 0.2 |
|
Family CFO Inc
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|
0.2 | |
|
Verity Wealth Advisors LLC
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|
CA | 0.2 |
|
DBS Investment Advisers LLC
✚
|
MI | 0.2 |
|
Kachkovsky & Fisher Inc
✚
|
CA | 0.2 |
|
Teramo Advisors LLC
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|
FL | 0.2 |
|
Green Alpha Advisors LLC
✚
|
CO | 0.2 |