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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 07-17-2017
- Office Locations
- 1
Office Locations
About M Premier Partners
M Premier Partners (HMM Group LLC) is a California-registered RIA providing wealth management and financial planning built around a “Personalized Financial Therapy” and total-wellness framework (financial, physical, mental, and spiritual). The firm serves retail clients including entrepreneurs, builds portfolios largely using ETFs and public funds, and primarily custodians assets at Charles Schwab.
Team overview
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Custodian
Investment Themes
Investment Vehicles
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Owner & Executives
MARK LEE HAYEK
Financial Advisor, General Partner, Managing Member
- CRD
- #2440197
- Ownership
- 50% but less than 75%
MICHAEL JOHN MCCONNELL
Chief Compliance Officer, Managing Member
- CRD
- #6183178
- Ownership
- 50% but less than 75%
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $251,031,106 | $403,587 |
| Non-Discretionary | $0 | -- |
| Total | $251,031,106 | $403,587 |
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Separately Managed Accounts
Total SMA Asset: $251,031,106
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,909,541,923 | 22.5% |
| Equity - Exchange | $2,215,068,631 | 26.1% |
| Cash | $2,342,371,426 | 27.6% |
| Municipal Bonds | $2,019,871,013 | 23.8% |
| Total | $8,486,852,993 | 100.0% |