Mark Hammer (Longboat Key)

Mark Hammer is an adviser based in Longboat Key. It manages $18.71 million of regulatory assets for 32 client accounts. It has been registered with the SEC as an adviser since 2004.

Mark Hammer provides portfolio management for individuals and small businesses. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Mark Hammer: assets under management

The assets under management (AUM) of Mark Hammer is $18.71 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 0% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $18.71 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $584.54 thousand each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Mark Hammer for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Mark Hammer

Mark Hammer has been acting as President since 1 Jan 1983. Thomas James Fountain joined the executive team most recently as the Chief Compliance Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Mark Hammer	President	1 Jan 1983	75% - 100%	2021640
Thomas James Fountain	Chief compliance officer	1 Sep 2004	Other	4880926

Based in Longboat Key

The principal office where Mark Hammer performs its advisory services is located at 550 Harbor Cove Circle, Longboat Key, FL 34228 3544, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.