CRD: 139908
Hanover Strategic Management, LLC
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- Custodian
- Charles Schwab & Company · Fidelity/NFS · JP Morgan
- Clients
- Retail
- Platforms
- Available
- Established Date
- 06-01-2004
- Office Locations
- 1
Office Locations
About Hanover Strategic Management, LLC
Hanover Strategic Management is a Wellesley, MA-based wealth management firm providing asset management and financial planning for retail clients. The firm invests primarily in common equities and other marketable securities and implements portfolios heavily via equity ETFs, complemented by allocations to government and municipal bonds and cash. Custody relationships include Schwab and Fidelity/NFS.
Team overview
Insights
Asset Classes
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
CALEB FREDERICK ALDRICH
Managing Member, Partner
- CRD
- #2113123
- Ownership
- 75% or more
BRUCE C. BAIRD
Managing Member
- CRD
- --
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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GEORGE WEBB NOYES
Portfolio Manager
- CRD
- #1917091
Showing 1 of 3 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $103,117,645 | -- |
| Non-Discretionary | $17,379,807 | -- |
| Total | $120,497,452 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Other | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
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