|
⚲
|
| HMM Group LLC
✚
| |
|---|---|
| CRD # | 289044 |
| SEC # | 801-110827 |
| CIK # | |
| AUM | $219.1 MM (2024-02-07) |
| Employees | 3 (67% Investors, 67% Brokers) |
| Phone | 442-274-5300 |
| Address | 74900 Highway 111 Indian Wells, CA 92210 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 164 | 47.5 |
| (b) Individuals (high net worth individuals) | 88 | 171.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 600 | 219.1 |
| By Discretionary | ||
| Discretionary | 600 | 219.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 600 | 219.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 1.2 | |
| United States Persons | 217.9 | |
| Total | 600 | 219.1 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
BNB Wealth Management LLC
✚
|
MD | 0.2 |
|
Total Solutions Enterprise LLC
✚
|
NC | 0.2 |
|
Simplex Wealth Management LLC
✚
|
CA | 0.2 |
|
Fidelis IM LLC
✚
|
OR | 0.2 |
|
Aurora Investment Counsel
✚
|
GA | 0.2 |
|
Bermuda Investment Advisory Services Limited
✚
|
0.2 | |
|
Fisher & Wiens Wealth Management LLC
✚
|
CA | 0.2 |
|
Signature Resources Capital Management LLC
✚
|
CA | 0.2 |
|
Hancock Whitney Investment Services Inc
✚
|
LA | 0.2 |
|
Huber Weakland & Associates Inc
✚
|
MD | 0.2 |