Overview
Assets Under Management: $182 million
High-Net-Worth Clients: 6
Average Client Assets: $20 million
Frequently Asked Questions
HUMMER FINANCIAL ADVISORY SERVICES 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 #108550), HUMMER FINANCIAL ADVISORY SERVICES INC is subject to fiduciary duty under federal law.
HUMMER FINANCIAL ADVISORY SERVICES INC serves 6 high-net-worth clients according to their SEC filing dated February 10, 2025. View client details ↓
According to their SEC Form ADV, HUMMER FINANCIAL ADVISORY SERVICES INC offers financial planning and portfolio management for individuals. View all service details ↓
HUMMER FINANCIAL ADVISORY SERVICES INC manages $182 million in client assets according to their SEC filing dated February 10, 2025.
According to their SEC Form ADV, HUMMER FINANCIAL ADVISORY SERVICES INC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 6
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 65.06
Average High-Net-Worth Client Assets: $20 million
Total Client Accounts: 44
Discretionary Accounts: 44
Regulatory Filings
CRD Number: 108550
Last Filing Date: 2025-02-10 00:00:00
Website: https://hummerfas.com