Hydrogen Investment Management, Inc. (Boston)


Hydrogen Investment Management, Inc. is a large advisory firm based in Boston. It manages $4.66 billion of regulatory assets for 8,186 client accounts. It has been registered with the SEC as an adviser since 2010 and has operated in the jurisdictions of Alabama, Alaska, Arizona, and 42 other states.

Hydrogen Investment Management provides portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, pension consulting services, and market timing services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Hydrogen Investment Management: assets under management

The assets under management (AUM) of Hydrogen Investment Management, Inc. is $4.66 billion. The company doesn't manage any assets belonging to foreign clients.

The firm manages $4.54 billion in discretionary accounts and $118.5 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $649.87 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $98.75 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Hydrogen Investment Management, Inc. for their services and products based on a percentage of assets under management and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Hydrogen Investment Management, Inc.

Bryan L Olson has been acting as President since 1 Aug 2010. Louis Pyle Crosier joined the executive team most recently as the Senior Vice President.

Direct owners and executive officers


Name Entity Date acquired Ownership Employer ID
Inc. Schwab Holdings 100% owner 1 Jan 1983 75% - 100% 94-1681731
Bryan L Olson President 1 Aug 2010 Other 2804409
William F Quinn Svp and treasurer 1 Aug 2010 Other 1638662
Geoffrey Owen Huggins Svp and controller 1 Aug 2010 Other 4596673
Douglas Stanton Hendrickson Cfo 1 Aug 2010 Other 2962001
Ted Fyke Angus Vp & chief legal officer 1 Aug 2010 Other 4156167
Scott Andrew Cook Svp & chief compliance officer 1 Aug 2010 Other 2911396
Inc. Schwab Holdings 100% owner 1 Aug 2010 75% - 100% 94-1681731
Louis Pyle Crosier Senior vice president 1 Nov 2010 Other 3107747
Stephen Joseph Cucchiaro Senior vice president and chief investment officer 1 Nov 2010 Other 2107082
Denise Lynn Kampf Managing director and chief compliance officer 1 Nov 2010 Other 3261940
Robert Phillips Senior vice president, research 1 Nov 2010 Other 4371874

Based in Boston

The principal office where Hydrogen Investment Management, Inc. performs its advisory services is located at 60 State Street, Boston, MA 02109, which is also the mailing address of the firm. An additional office of the firm is in Palo Alto, CA. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 617-241-8600 or by fax 617-241-0100. The normal business hours are 8:30 a.m. - 5 p.m. on Monday - Friday.