Overview
Assets Under Management: $34.5 billion
Headquarters: BRIDGEWATER, NJ
High-Net-Worth Clients: 3,364
Average Client Assets: $778,229
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Companies, Portfolio Management for Pooled Investment Vehicles, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 3,364
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 7.60
Average High-Net-Worth Client Assets: $778,229
Total Client Accounts: 4,069
Discretionary Accounts: 4,068
Non-Discretionary Accounts: 1
Regulatory Filings
CRD Number: 104543
Filing ID: 2001732
Last Filing Date: 2025-07-09 09:40:00
Website: https://hlmnet.com