Hlm Management Co Inc is a large advisory firm based in Boston. It manages $361.97 million of regulatory assets for 28 client accounts. It has been registered with the SEC as an adviser since 2001.
Hlm Management provides portfolio management for individuals and small businesses, portfolio management for investment companies, and portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Hlm Management Co Inc is $361.97 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -59% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Hlm Management Co Inc for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Peter J. Grua has been acting as President since 1 Nov 1996. Judith Prior Lawrie joined the executive team most recently as the Retired.
The principal office where Hlm Management Co Inc performs its advisory services is located at 222 Berkeley Street, 21 St Floor, Boston, MA 02116, which is also the mailing address of the firm. The firm also has an office outside of the United States.
You can reach the main office by calling the phone number 617-266-0030 or by fax 617-266-3619. The normal business hours are 8:30 am to 5:00 pm on Monday - Friday. You can find more information about the New York firm at hlmmanagement.com.