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Building 2CHARLES D. HYMAN & COMPANY

Map pinPONTE VEDRA BEACH, FL
Phone904-543-0360
NotebookSEC #801-38841
Total AUM
$2.2B
Employees
5
Clients
1,054

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
224 PONTE VEDRA PARK DRIVE
SUITE 200
PONTE VEDRA BEACH
FL 32082
United States
Operating Hours
8:30-5:00
Monday - Friday
Phone
904-543-0360

ReceiptFinancials

Total AUM
$2.2B
Accounts
1,054
Discretionary
$2.2B
Accounts
958
Non-Discretionary
$22.3M
Accounts
96

ContactClients

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Individual Clients
620
AUM
$120.4M
HNW Individual Clients
397
AUM
$1.8B
Pension/Profit Sharing Plan Clients
1
AUM
$3.2M
Charitable Organization Clients
6
AUM
$3.6M
Corporation or Business Clients
30
AUM
$282.5M

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementOther Services
Other Services
CONSULTING SERVICES
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
ALFLGANCNHNYTX

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

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