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James Hammack

William Blair & Company L.L.C.
9 Years of Experience
Lake Bluff, IL
1 DisclosureBroker
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James Hammack is a ChFC-designated registered investment advisor at William Blair & Company L.L.C., based in Lake Bluff, IL, with 9 years of industry experience. James is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Charitable Giving, Estate Planning, Investment Management, Retirement Planning. Their firm serves 38,171 clients with $64B in assets under management.

William Blair & Company L.L.C.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
329 advisors
IM Fee
Planning only
Assets Under Management
$64.3B

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

Lake Bluff, IL

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History

Regulatory History (1)
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Criminal
June 2013
Final Disposition
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
William Blair
August 2024 - Present · 2 yrs 2 mos
William BlairBroker
August 2024 - Present · 2 yrs 2 mos
William Blair & Company L.L.C.
May 2024 - Present · 2 yrs 5 mos
Previous Registrations
Interocean Capital
October 2020 - July 2024 · 3 yrs 9 mos
Interocean Capital, LLC
October 2018 - October 2020 · 2 yrs
Kestra Advisory Services, LLC
October 2016 - October 2017 · 1 yr
Kestra Investment Services, LLCBroker
July 2016 - October 2017 · 1 yr 3 mos
State Registrations35 states
AKALAZCACOCTDCFLGAHIIAIDILINKYMAMDMIMNMOMSNCNJNVNYOHORRISCTNTXUTVAWAWI
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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