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Michael Ham, L.L.C. (Dallas)


Michael Ham, L.L.C. is a large advisory firm based in Dallas. It manages $26.5 million of regulatory assets for 109 client accounts. It has been registered with the SEC as an adviser since 2003 and has operated in the jurisdiction of Texas.

Michael Ham, L.L.C provides financial planning services, portfolio management for individuals and small businesses, pension consulting services, and security ratings or pricing services. It prepares financial plans for more than 25 clients. On top of advisory services, the firm doesn't engage in other business activities.

Michael Ham, L.L.C: assets under management

The assets under management (AUM) of Michael Ham, L.L.C. is $26.5 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -12% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $26.5 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $243.12 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Michael Ham, L.L.C. for their services and products based on a percentage of assets under management and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Dallas

The principal office where Michael Ham, L.L.C. performs its advisory services is located at 1450 Preston Forest Square, Dallas, TX 75230, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 972-490-9400 or by fax 972-490-3338. The normal business hours are 8am - 5pm on Monday - Friday.


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