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- Custodian
- Altruist · Charles Schwab & Company · Truist Bank
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 02-17-2010
- Office Locations
- 1
Office Locations
About Hammer Advisory Services, Inc.
Hammer Advisory Services is a Minnesota-registered, fee-only RIA focused on retirement planning and investment management for individuals nearing or in retirement. The firm helps clients build portfolios and retirement-income strategies around decisions like Social Security timing, pension choices, and long-term care needs, using diversified asset-allocation approaches (e.g., mutual funds/ETFs and fixed income). Notably, the advisor offers in-person “house call” meetings across the Twin Cities metro.
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Investment Themes
Investment Vehicles
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Owner & Executives
DAVID MICHAEL HAMMER
Advisor, Chief Compliance Officer, President
- CRD
- #2919908
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $51,055,276 | -- |
| Total | $51,055,276 | -- |
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Separately Managed Accounts
Total SMA Asset: $51,055,276
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,390,373,104 | 21.5% |
| Cash | $1,332,171,439 | 20.6% |
| Equity - Exchange | $3,744,307,102 | 57.9% |
| Total | $6,466,851,645 | 100.0% |