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Hammond Investment Management, LLC

Hammond Investment Management, LLC. CRD 123015

Hammond Investment Management, LLC logo

CRD: 123015

Hammond Investment Management, LLC

Mokena, IL
7084794448
$20.6M Total AUM
$18.9M Disc. AUM
-- 3Y CAGR
1 Employees
21 ADV. Clients
28 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company
Clients
Retail and Institutional
Platforms
--
Established Date
12-16-1997
Office Locations
1

Office Locations

-- Mokena IL

About Hammond Investment Management, LLC

Hammond Investment Management, LLC is an independent RIA based in Mokena, IL providing investment planning, portfolio management, and insurance-related advisory services for retail and institutional relationships. Investment work centers on asset allocation with a fixed-income tilt, complemented by public funds and ETFs. Client assets are custodied with Charles Schwab. The firm is led by founder and CCO Timothy Patrick Hammond.

Team overview

47 AVG AGE
$20.6M AVG AUM / ADVISOR
$979.5K AVG AUM / CLIENT
28.5 yrs AVG TENURE
1 Employees
1 Advisory Reps
0 RIA Reps
28yrs Firm Age

Insights

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Asset Classes

Zenith Timber fusion

Custodian

Alpha prime Foundation

Investment Themes

Meridian

Investment Vehicles

Focus glacier Momentum

Services

Signal Focus Timber horizon

Owner & Executives

T

TIMOTHY PATRICK HAMMOND

Chief Compliance Officer, Wealth Advisor

CRD
#2299335
Ownership
75% or more
(544) 437-8679
crest.value@valuecapital.com
in linkedin.com/in/catalyst-signal

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Contacts

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
07-28-2011
05-11-2012
Category Assets AVG. Account size
Discretionary $18,949,648 $2,960,317
Non-Discretionary $1,619,108 $1,108,398
Total $20,568,756 $2,844,572

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Separately Managed Accounts

Total SMA Asset: $20,568,756

$20.6M Total SMA
U.S. Government/Agency:
9.8%
Public Funds:
17.3%
Equity - Exchange:
33.2%
Cash:
19.1%
Corporate - Investment Grade:
20.6%
Asset class Assets Assets %
U.S. Government/Agency $321,523,578 9.8%
Public Funds $567,587,541 17.3%
Equity - Exchange $1,089,243,143 33.2%
Cash $626,642,892 19.1%
Corporate - Investment Grade $675,855,686 20.6%
Total $3,280,852,840 100.0%

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