Hammerman & Strickland, LLC (Lutz)


Hammerman & Strickland, LLC is a large advisory firm based in Lutz. It manages $103.55 million of regulatory assets for 135 client accounts. It has been registered with the SEC as an adviser since 2002 and has operated in the jurisdictions of California, Florida, North Carolina, and 3 other states.

Hammerman & Strickland provides financial planning services and portfolio management for individuals and small businesses. It prepares financial plans for more than 100 clients. On top of advisory services, the firm doesn't engage in other business activities.

Hammerman & Strickland: assets under management

The assets under management (AUM) of Hammerman & Strickland, LLC is $103.55 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 94% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $103.55 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $767.02 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Hammerman & Strickland, LLC 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.

Based in Lutz

The principal office where Hammerman & Strickland, LLC performs its advisory services is located at 18544 Dale Mabry Hwy N, Lutz, FL 33548 7900, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 813-265-4433 or by fax 813-265-3322. The normal business hours are 9 a.m.- 4:30 p.m mon-thurs, 9 a.m.- 4 p.m. fri on Monday - Friday.