Hallmark Capital Management Inc is a large advisory firm based in Wayne. It manages $1.53 billion of regulatory assets for 1,638 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Alabama, California, Connecticut, and 18 other states.
Hallmark Capital Management provides financial planning services, portfolio management for individuals and small businesses, and portfolio management for businesses and institutional clients. It prepares financial plans for more than 25 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Hallmark Capital Management Inc is $1.53 billion. The firm's AUM has grown by 549% since the beginning of its operation, and $12.02 million of the total AUM is attributable to clients outside of the United States.
The advisory firm has several streams of revenue. Clients pay Hallmark Capital Management Inc for their services and products based on a percentage of assets under management and hourly charges. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to individuals, insurance companies, charitable organizations, high net worth individuals, corporations or other businesses, and pension and profit sharing plans. The largest group of clients of Walter Henry Jones is high net worth individuals with 403 clients and $982.45 million of assets under management. Among the 13 most similar advisory firms, Hallmark Capital Management has the 3rd highest percentage of high net worth individuals out of all clients.
The amount of regulatory assets under management is $1.53 billion for 759 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. 1% of the firm’s clients are foreign persons or businesses.
Hallmark Capital Management doesn't advise any private funds.
The company employs 21 people that are either part- or full-time employees. 67 percent of the employees work as investment advisers or researchers. 14 employees are registered as investment adviser representatives with the state securities authorities.
There are 2 people with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
Walter Henry Jones has been acting as President since 1 Jun 2004. George Robert Kress joined the executive team most recently as the Director, President, Secretary.
The principal office where Hallmark Capital Management Inc performs its advisory services is located at 1195 Hamburg Turnpike, Wayne, NJ 07470 5055, which is also the mailing address of the firm. An additional office of the firm is in Dallas, TX. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 973-808-4144. The normal business hours are 9:00 a.m. - 5:oo p.m. on Monday - Friday. You can find more information about the New York firm at hallcapmgt.com.