Hpm Partners LLC

Hpm Partners LLC (CRD# 151559) is a financial advisory firm headquartered in New York, NY. They manage $7,433,432,718 in 1,439 accounts and serve the financial needs of clients across 30 states (or territories).

By the Numbers
  • Total Assets Under Management
    7,433
    MILLION
  • Total Number of Accounts
    1,439
    ACCOUNTS
  • Average Account Value
    $5,165,693
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
  • Pension consulting services
  • 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, CO, CT, DC, FL, GA, IL, IN, KS, KY, LA, MA, MI, MN, MO, NC, NE, NH, NJ, NV, NY, OH, PA, TN, TX, VA, WA, WI, WY

Financial Advisors at Hpm Partners LLC
Showing 1 - 10 of 30 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
Debra L. Boerger
CRD#: 1565941
50 Public Square, Suite 2700, Cleveland, OH 44113
96
Wealthminder
score

Debra Boerger (CRD# 1565941) is an Investment Advisor Representative working at Hpm Partners LLC in Cleveland, OH and has over 31 years of experience in the finance industry. Debra Boerger 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
Erica M. Cameron
CRD#: 5320592
50 Public Square, Suite 2700, Cleveland, OH 44113
96
Wealthminder
score

Erica Cameron (CRD# 5320592) is an Investment Advisor Representative working at Hpm Partners LLC in Cleveland, OH and has over 11 years of experience in the finance industry. Erica Cameron 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.

4
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 16 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.

5
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 18 years of experience in the finance industry.

6
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 30 years of experience in the finance industry.

7
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 26 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.

8
Anthony J. Basalla
CRD#: 5757317
Terminal Tower, 50 Public Square, Suite 2700, Cleveland, OH 44113
93
Wealthminder
score

Anthony Basalla (CRD# 5757317) is an Investment Advisor Representative working at Hpm Partners LLC in Cleveland, OH and has over 8 years of experience in the finance industry.

9
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 22 years of experience in the finance industry.

10
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 14 years of experience in the finance industry.

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