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Russell Taylor Ray

HLM MANAGEMENT CO., LLC·BOSTON, Massachusetts
Unclaimed Profile
222 BERKELEY STREET, BOSTON, MA 02116CRD# 1214178Firm CRD# 162337
01

About

Russell Taylor Ray is a registered financial advisor based in BOSTON, Massachusetts, affiliated with HLM MANAGEMENT CO., LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
03

Firm Overview

Firm
HLM MANAGEMENT CO., LLC
HLM MANAGEMENT CO., LLC
AUM
$437M
Regulatory assets under management
Employees
12
Total firm employees
View all advisors at HLM MANAGEMENT CO., LLC →
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 1214178
Firm CRD# 162337
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Russell Taylor Ray offer?
Russell Taylor Ray specializes in Retirement Planning. Contact their office in BOSTON, Massachusetts for a consultation.
What are Russell Taylor Ray's credentials?
Russell Taylor Ray is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Russell Taylor Ray located?
Russell Taylor Ray is based in BOSTON, Massachusetts, working with HLM MANAGEMENT CO., LLC. Their office serves clients in the BOSTON metropolitan area and surrounding communities.
How does Russell Taylor Ray charge for services?
Russell Taylor Ray's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is HLM MANAGEMENT CO., LLC?
HLM MANAGEMENT CO., LLC has approximately 12 employees and manages $437M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at HLM MANAGEMENT CO., LLC

Peter J. Grua
WALTHAM, MA
Edward Louis Cahill
WALTHAM, MA
Michael Gin Wing Wong
WALTHAM, MA

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Nearby cities in Massachusetts
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Research
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