Himco, LLC
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Overview
Himco, LLC operates as an advisory firm located in Morristown, New Jersey. It administers $976.9 million in total assets over 38 customer accounts, placing it among the larger investment advisory firms in the nation by assets under management (AUM). Himco, LLC has an average-sized team, including 42 financial advisors. Himco, LLC does not act as a registered broker-dealer, meaning it cannot buy and sell securities for its own accounts as well as its customers' and instead has to go through a broker-dealer firm to do so. Securities are defined as exchangable fiscal investments like equities, bonds and options.
Himco, LLC administers all of its accounts on a discretionary basis. Discretionary management signifies that a portfolio manager has the discretion to make transaction choices without requiring the client's consent. The firm's typical account size is $25.7 million. The typical advisor at Himco, LLC oversees fewer than one client account, making it one of the most personalized financial advisor firms in the country.
The firm's headquarters is located at 21 South Street, Morristown, New Jersey 7960. The company is allowed to serve customers in the state of New Jersey.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Himco, LLC by the Numbers
$976.9 million
66
38
$25.7 million
Fee Structure
Financial advisory fees depend on which services are offered. However, fees billed by the firm most likely consist of any blend of the following fee types: asset-based or performance-based. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the firm.
Available
-
Offered by 69% of firms
Percentage of Assets
-
Offered by 26% of firms
Performance-based
Unavailable
-
Find one of the 21% of firms that offer this fee type
Hourly
-
Find one of the 1% of firms that offer this fee type
Commissions
-
Find one of the 0% of firms that offer this fee type
Subscription
-
Find one of the 32% of firms that offer this fee type
Fixed
-
Find one of the 10% of firms that offer this fee type
Other
Types of Clients
Himco, LLC works with pooled investment vehicles. Out of its 38 customers, Himco, LLC's largest client is pooled investment vehicles. None of the company's accounts are from outside of the U.S.
- High-Net-Worth Individuals* - 0%
- Other Individuals - 0%
- Corporations - 100%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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