Hammer Advisory Services, Inc.

RIASEC Registered
Total AUM
$56.8M
Discretionary
$0
0% of AUM
Avg account
$433K
Accounts
131
Employees
1
Advisory reps
1

Firm details

Headquarters
Woodbury, Minnesota
CRD number
152914
Custodians
ALTRUIST FINANCIAL LLC, CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees
Client types
  • HNWI78.91%
  • Individuals20.36%
  • Other0.73%
Services
Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

Hammer Advisory Services, Inc. is an independent, individually owned registered investment adviser that focuses on serving individual and family clients. Its advisory work centers on financial planning and discretionary and non-discretionary portfolio management for individuals and small businesses. The firm charges clients via a mix of percentage-of-AUM, hourly, and fixed-fee arrangements. It does not identify as an active ESG investor, is not set up as a multi-state adviser, and does not operate as a capital allocator or pension consultant.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 94%, Exchange Traded Equities 3%, Cash & Cash Equivalents 3%94%
  • Public Funds/Mutual Funds94%
  • Exchange Traded Equities3%
  • Cash & Cash Equivalents3%

Contacts

1 of 1
  • David Hammer

    David Hammer

    Owner / Financial AdvisorCRD 2919908

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Woodbury, MN

Washington

Location

Woodbury, MN

Headquartered in Woodbury, MN, anchoring the Minneapolis-St. Paul, MN-WI metro in the Midwest.

Metro area
Minneapolis-St. Paul, MN-WI
Region
Midwest
County
Washington
Address
2042 Wooddale Dr
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth