Hlm Capital Management Group
Forbes #1 Best-In-State Wealth Management Teams - Illinois State, 2024 2024 Forbes Best-in-State Wealth Management Teams: Awarded January 2024; Data compiled by SHOOK Research LLC based on the time period from 3/31/22 - 3/31/23 (Source: Forbes.com). The Forbes Best-in-State Wealth Management Teams rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria. This information is intended for use only by residents of AZ, CA, CO, CT, DC, DE, FL, GA, HI, IL, IN, MA, MD, MI, MO, MS, NC, NH, NJ, NM, NV, NY, OH, OR, PA, SC, SD, TN, TX, UT, VA, WA & WI only. Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN), Member SIPC, a registered broker-dealer and a separate non-bank affiliate of Wells Fargo & Company. Any other referenced entity is a separate entity from WFAFN. Opinions and comments do not necessarily represent the views of our firm. Additional guidelines can be found on wfa.com/social.
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Verified contacts
7
available on Kipplo
LinkedIn employees
9
1 to 10 range
Open roles
—
no listings
Distinct roles
6
indexed titles
Tech stack
2
tools in use
Monthly traffic
73
organic / mo
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Decision-makers and verified team members
7 contacts with verified email or phone · masked until revealed.
- HM
Heide Murray
Vice President - Operations · Operations
EmailPhone - MA
Michele Aspan
Vice President, Client Services · Customer/Client Service
EmailPhone - CM
Charlie Margolis
Partner-managing Principal · General Business & Management
EmailPhone - MN
Micah Nathan
Partner · General Business & Management
EmailPhone - SH
Steven Hefter
Partner · General Business & Management
EmailPhone
Showing 5 of 7 verified contacts
Top roles at Hlm Capital Management Group
6 distinct titles indexed · top 6 shown.
- 2partner
- 1partner-managing principal
- 1vice president - client services
- 1vice president - operations
- 1vice president client services
- 1vice president, client services
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