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Building 2HELLMAN JORDAN MANAGEMENT CO INC

Map pinQUINCY, MA
Phone(617) 261-9800
NotebookSEC #801-14071
Total AUM
$95.1M
Employees
7
Clients
17

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
ATTN: SUE LYNCH
21 MCGRATH HIGHWAY SUITE 204
QUINCY
MA 02169
United States
Operating Hours
9:00 TO 5:00
Monday - Friday
Phone
(617) 261-9800

ReceiptFinancials

Total AUM
$95.1M
Accounts
17
Discretionary
$95.1M
Accounts
17
Non-Discretionary
$0
Accounts
0

ContactClients

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HNW Individual Clients
12
AUM
$33.6M
Pension/Profit Sharing Plan Clients
2
AUM
$37.7M
Charitable Organization Clients
3
AUM
$23.8M

Briefcase businessServices

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Services Offered
Institutional Portfolio Management
Compensation Types
Charges Other FeeCharges Percentage AUM
Other Compensation
FAMILY CLIENTS MAY BILLED FOR ADDITIONAL SERVICES

Shield checkCompliance

Disclosures

None reported

State Registrations
MA

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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