Hdgm Advisory Services LLC is a large advisory firm based in Indianapolis. It manages $1.1 billion of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2012 and has operated in the jurisdiction of Indiana.
Hdgm Advisory Services provides portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm also engages as real estate management.
The assets under management (AUM) of Hdgm Advisory Services LLC is $1.1 billion, 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 advisory firm has several streams of revenue. Clients pay Hdgm Advisory Services LLC for their services and products based on a percentage of assets under management, commissions, and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Douglas L Etter has served as the Chief Investment Officer since 1 Feb 2012 and Harold D Garrison is the Chief Executive Officer of Hdgm Advisory Services LLC family office. Thomas T Kmiecik joined the executive team most recently as the Chief Compliance Officer.
The principal office where Hdgm Advisory Services LLC performs its advisory services is located at 10 West Market Street, Indianapolis, IN 46204, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 317-655-7700 or by fax 317-655-7701. The normal business hours are 8 am to 5 pm on Monday - Friday. You can find more information about the New York firm at www.hdgmansur.com.