Wayne Hummer Asset Management Company (Chicago)
By Ava Barnes
Wayne Hummer Asset Management Company is a large advisory firm based in Chicago. It manages $1.03 billion of regulatory assets for 497 client accounts. It has been registered with the SEC as an adviser since 2002 and has operated in the jurisdictions of Arizona, California, Colorado, and 13 other states.
Wayne Hummer Asset Management Company provides financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, and pension consulting services. It prepares financial plans for more than 250 clients. On top of advisory services, the firm doesn't engage in other business activities.
Wayne Hummer Asset Management Company: assets under management
The assets under management (AUM) of Wayne Hummer Asset Management Company is $1.03 billion. The firm's AUM has gone down by -3% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The firm manages $497.43 million in discretionary accounts and $534.92 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $1 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $534.92 million.
Fees & Commissions
The advisory firm has several streams of revenue. Clients pay Wayne Hummer Asset Management Company for their services and products based on a percentage of assets under management, hourly charges, fixed fees, and commissions. 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 Wayne Hummer Asset Management Company
David Alan Dykstra has been acting as President since 1 May 2002. Whamco Holding Company joined the executive team most recently as the Corporate Parent.
Direct owners and executive officers
Indirect Owners
The SEC currently registers 1 indirect owner.Based in Chicago
The principal office where Wayne Hummer Asset Management Company performs its advisory services is located at 222 South Riverside Plaza, Chicago, IL 60606 The mailing address of the firm is Po Box 750, Chicago, IL 60606 0750. An additional office of the firm is in Lake Forest, IL. The firm also has an office outside of the United States.
You can reach the main office by calling the phone number 312-431-1700 or by fax 312-431-0704. The normal business hours are 8:15am - 4:45pm on Monday - Friday. You can find more information about the New York firm at .
