H
CRD: 121932
Hyams Investments, Inc.
Strafford, PA
6109893773
$62.0M Total AUM
$62.0M Disc. AUM
-- 3Y CAGR
1 Employees
22 ADV. Clients
33 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 06-09-1993
- Office Locations
- 1
Office Locations
-- Strafford PA
About Hyams Investments, Inc.
Hyams Investments, Inc. is a Strafford-based RIA. The firm has been operating for 33 years. Managing $62.0M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company. Services offered include Portfolio Construction.
Team overview
-- AVG AGE
$62.0M AVG AUM / ADVISOR
$2.8M AVG AUM / CLIENT
33.1 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
33yrs Firm Age
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Client Personas
North
Investment Vehicles
Pathway
Services
Atlas radial
Owner & Executives
W
WARREN PHILLIP HYAMS
Financial Advisor, President
- CRD
- #4589164
- Ownership
- 75% or more
(885) 764-5143
frontier.delta@summitcapital.com
in linkedin.com/in/vital-fusion
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $62,000,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $62,000,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $62,000,000
Equity - Exchange:
62.0% Cash:
38.0% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $4,843,370,298 | 62.0% |
| Cash | $2,968,517,279 | 38.0% |
| Total | $7,811,887,577 | 100.0% |