$77.5M Total AUM
$77.5M Disc. AUM
-- 3Y CAGR
2 Employees
15 ADV. Clients
23 yrs Firm Age
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- Custodian
- Morgan Stanley
- Clients
- Retail
- Platforms
- --
- Established Date
- 07-17-2003
- Office Locations
- 1
Office Locations
-- Longboat KEY FL
About Hammer AND Company LLC
Hammer and Company LLC preserves Dr. Michael Hammer’s process-transformation research and licenses its IP to FCB Partners, which delivers the Hammer Process Mastery certification (including the PEMM maturity model) plus onsite workshops and coaching. Public filings also show a retail RIA practice focused on ETF-based asset-allocation portfolios and portfolio construction, including for entrepreneurs.
Team overview
-- AVG AGE
$77.5M AVG AUM / ADVISOR
$5.2M AVG AUM / CLIENT
13.4 yrs AVG TENURE
2 Employees
1 Advisory Reps
1 RIA Reps
23yrs Firm Age
Insights
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Asset Classes
Vertex Beacon
Client Personas
Value matrix
Investment Themes
Atlas
Investment Vehicles
Alpha atlas
Services
Zenith
Owner & Executives
MARK COLEF HAMMER
Advisor, President
- CRD
- #2021640
- Ownership
- 75% or more
(883) 881-2767
atlas.value@glaciercapital.com
in linkedin.com/in/beacon-catalyst
T
TERESA SERRANO
Chief Compliance Officer
- CRD
- --
- Ownership
- Less than 5%
(511) 986-2371
alpha.delta@embercapital.com
in linkedin.com/in/atlas-crest
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $77,475,035 | -- |
| Non-Discretionary | $0 | -- |
| Total | $77,475,035 | -- |
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Separately Managed Accounts
Total SMA Asset: $77,475,035
Equity - Exchange:
100.0% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,861,098,943 | 100.0% |
| Total | $1,861,098,943 | 100.0% |