HAMMER ASSET MANAGEMENT, LLC
Firm details
- Headquarters
- AUBURN, California
- CRD number
- 106121
- Registered since
- October 1, 1990
- Custodians
- CHARLES SCHWAB & CO., INC., CAMBRIDGE INVESTMENT RESEARCH, INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI43.53%
- Pension & Profit Sharing Plans30.39%
- Individuals26.08%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Hammer Asset Management, LLC is a small, equity-focused advisory firm that provides portfolio management for individuals and small businesses. The firm operates as a limited liability company, is owner-managed, and bills clients on a percentage-of-assets basis. Its filings show a clear tilt toward exchange-traded equities as the dominant sleeve, with a complementary use of mutual funds and corporate debt for fixed-income exposure. Hammer does not identify as an active ESG investor and its client base blends individual and family relationships with some institutional mandates. Investment activity centers on liquid equity exposures supplemented by alternative allocations. The firm uses separately managed account (SMA) structures and custodial platforms to deliver customized portfolios to a concentrated client base. Given the emphasis on exchange-traded equities and the modest scale of assets, the firm appears to prioritize readily tradable instruments and third-party managers for niche exposures rather than running large in-house alternative strategies.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities67%
- Investment Grade Corp Bonds16%
- US Government Bonds10%
- Cash & Cash Equivalents7%
Contacts
3 of 3KAREN HAMMER
MemberCRD 4355553
DAVID HAMMER
Portfolio ManagerCRD 4355537
CYNTHIA QUIGGIN
MemberCRD 4904603
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
AUBURN, CA
PLACER
Location
AUBURN, CA
Headquartered in AUBURN, CA, anchoring the Sacramento-Roseville, CA metro in the West.
- Metro area
- Sacramento-Roseville, CA
- Region
- West
- County
- PLACER
- Address
- 1223 High St
- Time zone
- PT (UTC-8)
- Office locations
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