Hynes Himmelreich Glennon & Company, LLC (Darien)

Name: Hynes Himmelreich Glennon & Company, LLC
Address: 23 Old Kings Hwy S, Darien, CT, 06820 4519
Telephone: 203-656-5500

Hynes Himmelreich Glennon & Company, LLC is a large advisory firm based in Darien. It manages $1.19 billion of regulatory assets for 1,921 client accounts. It has been registered with the SEC as an adviser since 2008 and has operated in the jurisdictions of Arizona, California, Colorado, and 15 other states.

Hynes Himmelreich Glennon & Company provides financial planning services, portfolio management for individuals and small businesses, and selection of other advisers. It prepares financial plans for more than 250 clients. On top of advisory services, the firm doesn't engage in other business activities.

Hynes Himmelreich Glennon & Company: assets under management

The assets under management (AUM) of Hynes Himmelreich Glennon & Company, LLC is $1.19 billion. The firm's AUM has grown by 21% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $1.06 billion in discretionary accounts and $129.89 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $599.96 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $848.95 thousand.

Hynes Himmelreich Glennon & Company has custody of $406.32 million in cash and securities for 72 clients in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Hynes Himmelreich Glennon & Company, LLC for their services and products based on a percentage of assets under management and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Hynes Himmelreich Glennon & Company, LLC

Thomas William Hynes has been acting as President since 1 Apr 1986. George Joseph Stapleton joined the executive team most recently as the Chief Executive Officer & Chief Compliance Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Philip Nicholas Glennon	Chief compliance officer	1 Apr 1986	Other	1016960
Thomas William Hynes	President	1 Apr 1986	Other	707143
David Baker Himmelreich	Treasurer	1 Apr 1986	Other	1026881
Lorraine Canal Pennoyer	Vice president	1 Apr 1986	Other	4331352
Gerard Dennis Zopfi	Vice president	1 Dec 2001	Other	1097326
George Joseph Stapleton	Chief executive officer & chief compliance officer	1 Oct 2009	Other	2013819

Based in Darien

The principal office where Hynes Himmelreich Glennon & Company, LLC performs its advisory services is located at 23 Old Kings Hwy S, Darien, CT 06820 4519 The mailing address of the firm is 23 Old Kings Hwy S, Darien, CT 06820 4004. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 203-656-5500 or by fax 203-656-5501. The normal business hours are 8:30 am - 5:00 pm on Monday - Friday. You can find more information about the New York firm at www.hhg.net.