Hammond Associates Institutional Fund Consultants Inc (St. Louis)

Hammond Associates Institutional Fund Consultants Inc is a large advisory firm based in St. Louis. It manages $2.43 billion of regulatory assets for 84 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of California, Florida, Georgia, and 10 other states.

Hammond Associates Institutional Fund Consultants provides portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, pension consulting services, selection of other advisers, publication of newsletters, and non-discretionary investment consulting services to institutional and individual clients.. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Hammond Associates Institutional Fund Consultants: assets under management

The assets under management (AUM) of Hammond Associates Institutional Fund Consultants Inc is $2.43 billion. The firm's AUM has gone down by -8% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $1.15 billion in discretionary accounts and $1.28 billion in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $17.75 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $67.24 million.

Hammond Associates Institutional Fund Consultants has custody of $788.91 million in cash and securities for 6 clients in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Hammond Associates Institutional Fund Consultants Inc for their services and products based on a percentage of assets under management, hourly charges, subscription fees, and fixed fees. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Hammond Associates Institutional Fund Consultants Inc

Dennis Ray Hammond has been acting as President since 1 Feb 1985. Anthony Wayne Brown has served as the Chief Investment Officer since 1 Feb 2006. Mark James Gilbert joined the executive team most recently as the Chief Compliance Officer.

Direct owners and executive officers

Indirect Owners

The SEC currently registers 4 indirect owners.

Based in St. Louis

The principal office where Hammond Associates Institutional Fund Consultants Inc performs its advisory services is located at 101 S. Hanley, St. Louis, MO 63105, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 314-746-1600 or by fax 314-746-1699. The normal business hours are 8 am to 5 pm cst on Monday - Friday. You can find more information about the New York firm at www.haifc.com.

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