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The Hcm Group, Inc (Denver)


The Hcm Group, Inc is a large advisory firm based in Denver. It manages $407 million of regulatory assets for 116 client accounts. It has been registered with the SEC as an adviser since 2003 and has operated in the jurisdiction of Colorado.

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The Hcm Group provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and portfolio management for businesses and institutional clients. It prepares financial plans for more than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

The Hcm Group: assets under management

The assets under management (AUM) of The Hcm Group, Inc is $407 million. The firm's AUM has grown by 573% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $32.4 million in discretionary accounts and $374.6 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $704.35 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $5.35 million.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay The Hcm Group, Inc for their services and products based on a percentage of assets under management 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.

Based in Denver

The principal office where The Hcm Group, Inc performs its advisory services is located at 1855 Blake Street, Denver, CO 80202, 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 303-926-9600 or by fax 303-926-1613. The normal business hours are 9:00 - 5:00 on Monday - Friday. You can find more information about the New York firm at hcm.com.


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