Unclaimed Profile

Peter J. Grua

HLM MANAGEMENT CO., LLC·WALTHAM, Massachusetts

Clean recordHLM MANAGEMENT CO., LLC

800 SOUTH STREET, WALTHAM, MA 02453CRD# 4365090Firm CRD# 162337

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Peter J. Grua · WALTHAM, MA

Registration

CRD #4365090 · HLM MANAGEMENT CO., LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Peter J. Grua is a registered financial advisor based in WALTHAM, Massachusetts, affiliated with HLM MANAGEMENT CO., LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Retirement Planning

Client Types

Pension & Retirement Plans

Introduction

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Firm Overview

Firm

HLM MANAGEMENT CO., LLC

AUM

$437M

Regulatory assets under management

Employees

Total firm employees

View all advisors at HLM MANAGEMENT CO., LLC →

Services

Pension consulting

Background

Compensation

Percentage of AUM

Performance-based fees

Regulatory

SEC/IARD CRD# 4365090

Firm CRD# 162337

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Peter J. Grua offer?

Peter J. Grua specializes in Retirement Planning. Contact their office in WALTHAM, Massachusetts for a consultation.

What are Peter J. Grua's credentials?

Peter J. Grua is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Peter J. Grua located?

Peter J. Grua is based in WALTHAM, Massachusetts, working with HLM MANAGEMENT CO., LLC. Their office serves clients in the WALTHAM metropolitan area and surrounding communities.

How does Peter J. Grua charge for services?

Peter J. Grua'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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