William E. Hamm & Associates,Inc is a large advisory firm based in Tampa. It manages $5.21 billion of regulatory assets for 24,719 client accounts. It has been registered with the SEC as an adviser since 2008 and has operated in the jurisdictions of Alabama, Alaska, Arizona, and 49 other states.
William E. Hamm & Associates provides financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, and consulting. It prepares financial plans for approximately 18,500 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of William E. Hamm & Associates,Inc is $5.21 billion. The firm's AUM has grown by 5630% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay William E. Hamm & Associates,Inc for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
William Eugene Hamm has been acting as President since 1 Aug 1995. Michael Charles Mccord has served as the Chief Investment Officer since 1 Jan 2003. John Gay Whisenant joined the executive team most recently as the Chief Compliance Officer.
The principal office where William E. Hamm & Associates,Inc performs its advisory services is located at 3030 North Rocky Point Dr. West, Tampa, FL 33607, which is also the mailing address of the firm. An additional office of the firm is in San Diego, CA. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 813-341-0960 or by fax 813-288-0701. The normal business hours are 8:30 am-5:00 pm on Monday - Friday.