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- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail
- Platforms
- --
- Established Date
- 08-05-2013
- Office Locations
- 1
Office Locations
About Hammond Asset Management LLC
Hammond Asset Management LLC is a Florida-registered, fee-only fiduciary RIA providing comprehensive wealth management and financial planning with independent, client-goal-driven recommendations. The firm focuses on strategy-led portfolio construction, risk management, and active asset allocation, and often works with entrepreneurs. For distribution, accounts are custodied with major platforms including Charles Schwab and Fidelity/NFS.
Team overview
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Client Personas
Investment Themes
Investment Vehicles
Services
Owner & Executives
Hammond M Heather
--
- CRD
- --
- Ownership
- 75% or more
KENNETH MICHAEL ACKERMAN
Chief Compliance Officer
- CRD
- #847256
- Ownership
- 5% but less than 10%
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $10,700,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $10,700,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Corporate - Non-Investment Grade | Available | Available |
| Private Funds | Available | Available |
| Total | Available | Available |
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