Hyams Investments, Inc.
Firm details
- Headquarters
- ,
- CRD number
- 121932
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- HNWI68.23%
- Corporations / Businesses31.77%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Hyams Investments, Inc. is an owner-operated corporate registered investment adviser that focuses on portfolio management for individuals and small businesses. The firm runs a fee model that combines a percentage-of-assets approach with performance-based fees for certain clients, which suggests they offer both standard advisory mandates and arrangements tied to outperformance. Hyams favors equity-centered management: exchange-traded equities are the dominant exposure and are used as the primary vehicle to implement strategy. The adviser does not position itself as an ESG investor and operates from a single-state footprint rather than as a multi-state adviser.
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 Equities95%
- Cash & Cash Equivalents5%
Contacts
1 of 1
Warren Hyams
DirectorCRD 4589164
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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