William E. Hamm & Associates,Inc (Tampa)

William E. Hamm & Associates,Inc is a large advisory firm based in Tampa. It manages $5.21 billion of regulatory assets for 24,719 client accounts. It has been registered with the SEC as an adviser since 2008 and has operated in the jurisdictions of Alabama, Alaska, Arizona, and 49 other states.

William E. Hamm & Associates provides financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, and consulting. It prepares financial plans for approximately 18,500 clients. On top of advisory services, the firm doesn't engage in other business activities.

William E. Hamm & Associates: assets under management

The assets under management (AUM) of William E. Hamm & Associates,Inc is $5.21 billion. The firm's AUM has grown by 5630% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $4.15 billion in discretionary accounts and $1.07 billion in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $194.63 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $313.24 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay William E. Hamm & Associates,Inc for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at William E. Hamm & Associates,Inc

William Eugene Hamm has been acting as President since 1 Aug 1995. Michael Charles Mccord has served as the Chief Investment Officer since 1 Jan 2003. John Gay Whisenant joined the executive team most recently as the Chief Compliance Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
William Eugene Hamm	President/chief compliance officer	1 Aug 1995	Other	1227713
Michael Charles Mccord	Chief investment officer	1 Jan 2003	Other	1703853
Jennifer A Tanck	Chief compliance officer	1 Dec 2008	Other	4159179
John G. Whisenant	Chief compliance officer	1 Dec 2008	Other	4159179
John Gay Whisenant	Chief compliance officer	1 Dec 2012	Other	1582529

Based in Tampa

The principal office where William E. Hamm & Associates,Inc performs its advisory services is located at 3030 North Rocky Point Dr. West, Tampa, FL 33607, which is also the mailing address of the firm. An additional office of the firm is in San Diego, CA. It doesn’t run an office outside of the United States.