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).
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Total Assets Under Management4,159MILLION
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Total Number of Accounts570ACCOUNTS
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Average Account Value$7,296,875
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
- 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
AZ, CA, CT, FL, GA, IL, LA, MI, NE, NH, NJ, NV, NY, OH, TX, WI
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.
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.
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.
Steven Schoneman (CRD# 1820582) is an Investment Advisor Representative working at Hpm Partners LLC in Chicago, IL and has over 29 years of experience in the finance industry.
Robert Shier (CRD# 2198996) is an Investment Advisor Representative working at Hpm Partners LLC in Costa Mesa, CA and has over 25 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.
John Basford (CRD# 2515074) is an Investment Advisor Representative working at Hpm Partners LLC in Bloomfield Hills, MI and has over 21 years of experience in the finance industry.
Anthony Decello (CRD# 4374741) is an Investment Advisor Representative working at Hpm Partners LLC in Cleveland, OH and has over 13 years of experience in the finance industry.
Lorraine George-Harik (CRD# 2836469) is an Investment Advisor Representative working at Hpm Partners LLC in Chicago, IL and has over 20 years of experience in the finance industry.
Ignacio Jimenez (CRD# 3213748) 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.
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.