Overview
Assets Under Management: $2.2 billion
Headquarters: PONTE VEDRA BEACH, FL
High-Net-Worth Clients: 397
Average Client Assets: $4.5 million
Frequently Asked Questions
CHARLES D. HYMAN & COMPANY 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 #105923), CHARLES D. HYMAN & COMPANY is subject to fiduciary duty under federal law.
CHARLES D. HYMAN & COMPANY is headquartered in PONTE VEDRA BEACH, FL.
CHARLES D. HYMAN & COMPANY serves 397 high-net-worth clients according to their SEC filing dated March 08, 2024. View client details ↓
According to their SEC Form ADV, CHARLES D. HYMAN & COMPANY offers portfolio management for individuals. View all service details ↓
CHARLES D. HYMAN & COMPANY manages $2.2 billion in client assets according to their SEC filing dated March 08, 2024.
According to their SEC Form ADV, CHARLES D. HYMAN & COMPANY serves high-net-worth individuals. View client details ↓
Services Offered
Services: Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 397
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 81.35%
Average Client Assets: $4.5 million
Total Client Accounts: 1,054
Discretionary Accounts: 958
Non-Discretionary Accounts: 96
Regulatory Filings
CRD Number: 105923
Filing ID: 1836526
Last Filing Date: 2024-03-08 14:19:00