Overview
Assets Under Management: $95 million
Headquarters: QUINCY, MA
High-Net-Worth Clients: 12
Average Client Assets: $2.8 million
Frequently Asked Questions
HELLMAN JORDAN MANAGEMENT CO INC 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 #106099), HELLMAN JORDAN MANAGEMENT CO INC is subject to fiduciary duty under federal law.
HELLMAN JORDAN MANAGEMENT CO INC is headquartered in QUINCY, MA.
HELLMAN JORDAN MANAGEMENT CO INC serves 12 high-net-worth clients according to their SEC filing dated February 21, 2024. View client details ↓
According to their SEC Form ADV, HELLMAN JORDAN MANAGEMENT CO INC offers portfolio management for institutional clients. View all service details ↓
HELLMAN JORDAN MANAGEMENT CO INC manages $95 million in client assets according to their SEC filing dated February 21, 2024.
According to their SEC Form ADV, HELLMAN JORDAN MANAGEMENT CO INC serves institutional clients. View client details ↓
Services Offered
Services: Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 12
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 35.38%
Average Client Assets: $2.8 million
Total Client Accounts: 17
Discretionary Accounts: 17
Regulatory Filings
CRD Number: 106099
Filing ID: 1827645
Last Filing Date: 2024-02-21 15:15:00