Overview
Assets Under Management: $115 million
Headquarters: BOSTON, MA
High-Net-Worth Clients: 48
Average Client Assets: $1.6 million
Frequently Asked Questions
BEYOND YOUR HAMMOCK LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #168738), BEYOND YOUR HAMMOCK LLC is subject to fiduciary duty under federal law.
BEYOND YOUR HAMMOCK LLC is headquartered in BOSTON, MA.
BEYOND YOUR HAMMOCK LLC serves 48 high-net-worth clients according to their SEC filing dated March 31, 2026. View client details ↓
According to their SEC Form ADV, BEYOND YOUR HAMMOCK LLC offers financial planning, portfolio management for individuals, and educational seminars and workshops. View all service details ↓
BEYOND YOUR HAMMOCK LLC manages $115 million in client assets according to their SEC filing dated March 31, 2026.
According to their SEC Form ADV, BEYOND YOUR HAMMOCK LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Educational Seminars
Clients
Number of High-Net-Worth Clients: 48
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 66.44%
Average Client Assets: $1.6 million
Total Client Accounts: 369
Discretionary Accounts: 369
Regulatory Filings
CRD Number: 168738
Filing ID: 2077885
Last Filing Date: 2026-03-31 17:02:15