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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