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HAMMOND ILES WEALTH ADVISORS
100 Great Meadow Road
Suite 701
Wethersfield, Connecticut 06109
Tel: 860-258-2600
About HAMMOND ILES WEALTH ADVISORS
HAMMOND ILES WEALTH ADVISORS, formally registered with the SEC as HAMMOND ILES WEALTH ADVISORS. The firm was established in 07/20/2005. They have over 4 offices throughout the country.
HAMMOND ILES WEALTH ADVISORS is a Wethersfield, Connecticut based Financial Planning firm with nearly $107,059,399 assets under management, offering retirement planning & investment advisory services to 431 clients. The firm is staffed with 11 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 136372 |
| SEC# | 801-64528 |
| Assets Managed by Firm | $107,059,399 |
| No. of Clients | 431 |
| No. of Advisors | 11 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
- Other (% FEE BASED ON ASSETS MANAGED BY A TPA)
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection for other advisors
- Education seminars/workshops
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 431 | $107,059,399 |
| Individuals (other than high net worth individuals) | 403 | $63,932,747 |
| High net worth individuals | 19 | $41,834,248 |
| Charitable organizations | 9 | $1,292,404 |
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|---|---|---|---|
| $172,101,281,944 | 15 | 2872 | |
| $171,751,270,410 | 133 | 1196 | |
| $132,541,536,421 | 294 | 573 | |
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| $107,251,821,000 | 4 | 524 |
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