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).
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Total Assets Under Management7,433MILLION
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Total Number of Accounts1,439ACCOUNTS
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Average Account Value$5,165,693
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Other
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
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.
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.
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.
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 18 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 30 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 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.
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.
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.
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.