Overview
Assets Under Management: $11.1 billion
High-Net-Worth Clients: 39
Average Client Assets: $1.9 million
Frequently Asked Questions
H.A.M.L 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 #289310), H.A.M.L is subject to fiduciary duty under federal law.
H.A.M.L serves 39 high-net-worth clients according to their SEC filing dated September 10, 2025. View client details ↓
According to their SEC Form ADV, H.A.M.L offers portfolio management for individuals, portfolio management for pooled investment vehicles, and portfolio management for institutional clients. View all service details ↓
H.A.M.L manages $11.1 billion in client assets according to their SEC filing dated September 10, 2025.
According to their SEC Form ADV, H.A.M.L serves high-net-worth individuals, pooled investment vehicles, and institutional clients. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 39
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 0.67%
Average Client Assets: $1.9 million
Total Client Accounts: 68
Discretionary Accounts: 29
Non-Discretionary Accounts: 39
Regulatory Filings
CRD Number: 289310
Filing ID: 2009122
Last Filing Date: 2025-09-10 13:13:24