The HOHIMER WEALTH MANAGEMENT is a privately held investment adviser that advises $1.26Bn in regulatory assets under management held in 1 SEC fund types across 1 investment strategies. HOHIMER WEALTH MANAGEMENT is a Retail Wealth A retail wealth manager is a manager whose >=75% of total assets under management are managed for individual investors through retail advisory or brokerage channels. Manager. Assets increased by 84.07% over the last 5-years.
The Group has been registered with the SEC for 7.42 years and is comprised of 1 filing and 0 relying advisers. They operate out of 2 office locations with their Headquarters at ONE UNION SQUARE 600 UNIVERSITY STREET, SUITE 2401, SEATTLE, WASHINGTON. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 12 employees comprised of 10 investment and 2 non-investment staff. The total number of Employees increased by 33.33% over the last 5-years.
Their $1.26Bn in assets advised are owned by 2 private funds, 0 public funds and BDCs and 42 other accounts. Assets of High Net Worth Individuals clients own $930.96mn or 74.13% of Total Assets and Individuals own $194.3mn or 15.47% of Total Assets.
The Group's top investment strategies include Real Estate, representing 100% of total assets, respectively.
They advise 5 types of clients, top clients are High Net Worth Individuals and Individuals.
The Group uses 1 Fund Administrators, 1 Fund Auditors, 1 Prime Brokers, 1 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.
The Group discloses fixed fees, management fees and performance-based fees.
HOHIMER WEALTH MANAGEMENT names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.