Hpm Partners LLC

Hpm Partners LLC (CRD# 151559) is a financial advisory firm headquartered in New York, NY. They manage $4,159,218,799 in 570 accounts and serve the financial needs of clients across 16 states (or territories).

By the Numbers
  • Total Assets Under Management
    4,159
    MILLION
  • Total Number of Accounts
    570
    ACCOUNTS
  • Average Account Value
    $7,296,875
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AZ, CA, CT, FL, GA, IL, LA, MI, NE, NH, NJ, NV, NY, OH, TX, WI

Financial Advisors at Hpm Partners LLC
Showing 1 - 10 of 20 top financial advisors.
1
Douglas C. Nardi
CRD#: 1511007
227 W. Monroe, Suite 2090, Chicago, IL 60606
103
Wealthminder
score

Douglas Nardi is a registered investment advisor experienced in serving complex client relationships.  Doug has over 28 years of experience working with sophisticated clients on unique wealth issues.

 

In addition to his client responsibilities, Doug chairs the firm’s Asset Allocation Committee, works on investment strategy and directs the firms external debt strategies. Prior to becoming the leader of the Investment Advisory practice, Doug served as Chief Investment Officer at HPM Partners.

2
Nicole R. Joko
CRD#: 4318363
600 Anton Boulevard, Suite 1240, Costa Mesa, CA 92626
96
Wealthminder
score

Nicole Joko (CRD# 4318363) is an Investment Advisor Representative working at Hpm Partners LLC in Costa Mesa, CA and has over 15 years of experience in the finance industry. Nicole Joko has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Stephen B. Nielander
CRD#: 3276177
600 Anton Boulevard, Suite 1240, Costa Mesa, CA 92626
96
Wealthminder
score

Stephen Nielander (CRD# 3276177) is an Investment Advisor Representative working at Hpm Partners LLC in Costa Mesa, CA and has over 17 years of experience in the finance industry.

4
Steven D. Schoneman
CRD#: 1820582
222 S. Riverside Plaza, Suite 2350, Chicago, IL 60606
96
Wealthminder
score

Steven Schoneman (CRD# 1820582) is an Investment Advisor Representative working at Hpm Partners LLC in Chicago, IL and has over 28 years of experience in the finance industry.

5
Robert C. Shier
CRD#: 2198996
600 Anton Boulevard, Suite 1240, Costa Mesa, CA 92626
96
Wealthminder
score

Robert Shier (CRD# 2198996) is an Investment Advisor Representative working at Hpm Partners LLC in Costa Mesa, CA and has over 24 years of experience in the finance industry. Robert Shier has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

6
John P. Basford
CRD#: 2515074
39533 Woodward Avenue, Ste 325, Bloomfield Hills, MI 48304
93
Wealthminder
score

John Basford (CRD# 2515074) is an Investment Advisor Representative working at Hpm Partners LLC in Bloomfield Hills, MI and has over 20 years of experience in the finance industry.

7
Anthony D. Decello
CRD#: 4374741
600 Superior Avenue, Suite 2330, Cleveland, OH 44114
93
Wealthminder
score

Anthony Decello (CRD# 4374741) is an Investment Advisor Representative working at Hpm Partners LLC in Cleveland, OH and has over 12 years of experience in the finance industry.

8
Lorraine F. George-Harik
CRD#: 2836469
222 S. Riverside Plaza, Suite 2350, Chicago, IL 60606
93
Wealthminder
score

Lorraine George-Harik (CRD# 2836469) is an Investment Advisor Representative working at Hpm Partners LLC in Chicago, IL and has over 19 years of experience in the finance industry.

9
Ignacio A. Jimenez
CRD#: 3213748
600 Anton Boulevard, Suite 1240, Costa Mesa, CA 92626
93
Wealthminder
score

Ignacio Jimenez (CRD# 3213748) is an Investment Advisor Representative working at Hpm Partners LLC in Costa Mesa, CA and has over 16 years of experience in the finance industry.

10
Gerald L. Larr
CRD#: 1528937
600 Anton Boulevard, Suite 1240, Costa Mesa, CA 92626
93
Wealthminder
score

Gerald Larr (CRD# 1528937) is an Investment Advisor Representative working at Hpm Partners LLC in Costa Mesa, CA and has over 24 years of experience in the finance industry.

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