Overview
Assets Under Management: $245 million
Headquarters: INDIAN WELLS, CA
High-Net-Worth Clients: 70
Average Client Assets: $2 million
Frequently Asked Questions
HMM GROUP 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 #289044), HMM GROUP LLC is subject to fiduciary duty under federal law.
HMM GROUP LLC is headquartered in INDIAN WELLS, CA.
HMM GROUP LLC serves 70 high-net-worth clients according to their SEC filing dated January 29, 2025. View client details ↓
According to their SEC Form ADV, HMM GROUP LLC offers financial planning, portfolio management for individuals, portfolio management for institutional clients, pension consulting services, and selection of other advisors. View all service details ↓
HMM GROUP LLC manages $245 million in client assets according to their SEC filing dated January 29, 2025.
According to their SEC Form ADV, HMM GROUP LLC serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 70
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 71.32
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 609
Discretionary Accounts: 609
Regulatory Filings
CRD Number: 289044
Last Filing Date: 2025-01-29 00:00:00
Website: https://mpremierpartners.com