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Home > Retirement Planners > massachusetts > waltham > HLM MANAGEMENT CO., LLC
HLM MANAGEMENT CO., LLC
800 South Street
Suite 200
Waltham, Massachusetts 02453
Tel: 617-266-0030
About HLM MANAGEMENT CO., LLC
HLM MANAGEMENT CO, LLC, formally registered with the SEC as HLM MANAGEMENT CO, LLC. The firm was established in 10/21/2021. They have over 1 offices throughout the country.
HLM MANAGEMENT CO., LLC is a Waltham, Massachusetts based Financial Planning firm with nearly $436,734,194 assets under management, offering retirement planning & investment advisory services to 4 clients. The firm is staffed with 12 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 162337 |
| SEC# | 801-122521 |
| Assets Managed by Firm | $436,734,194 |
| No. of Clients | 4 |
| No. of Advisors | 12 |
Fee Structure
- A percentage of AUM
- Performance Based
Advisory Services Provided
- Portfolio management for pooled investment vehicles
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 4 | $436,734,194 |
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