Hydrogen Investment Management, Inc. (Boston)

Hydrogen Investment Management, Inc. is a large advisory firm based in Boston. It manages $4.66 billion of regulatory assets for 8,186 client accounts. It has been registered with the SEC as an adviser since 2010 and has operated in the jurisdictions of Alabama, Alaska, Arizona, and 42 other states.

Hydrogen Investment Management provides portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, pension consulting services, and market timing services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Hydrogen Investment Management: assets under management

The assets under management (AUM) of Hydrogen Investment Management, Inc. is $4.66 billion. The company doesn't manage any assets belonging to foreign clients.

The firm manages $4.54 billion in discretionary accounts and $118.5 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $649.87 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $98.75 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Hydrogen Investment Management, Inc. for their services and products based on a percentage of assets under management and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Hydrogen Investment Management, Inc.

Bryan L Olson has been acting as President since 1 Aug 2010. Louis Pyle Crosier joined the executive team most recently as the Senior Vice President.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Inc. Schwab Holdings	100% owner	1 Jan 1983	75% - 100%	94-1681731
Bryan L Olson	President	1 Aug 2010	Other	2804409
William F Quinn	Svp and treasurer	1 Aug 2010	Other	1638662
Geoffrey Owen Huggins	Svp and controller	1 Aug 2010	Other	4596673
Douglas Stanton Hendrickson	Cfo	1 Aug 2010	Other	2962001
Ted Fyke Angus	Vp & chief legal officer	1 Aug 2010	Other	4156167
Scott Andrew Cook	Svp & chief compliance officer	1 Aug 2010	Other	2911396
Inc. Schwab Holdings	100% owner	1 Aug 2010	75% - 100%	94-1681731
Louis Pyle Crosier	Senior vice president	1 Nov 2010	Other	3107747
Stephen Joseph Cucchiaro	Senior vice president and chief investment officer	1 Nov 2010	Other	2107082
Denise Lynn Kampf	Managing director and chief compliance officer	1 Nov 2010	Other	3261940
Robert Phillips	Senior vice president, research	1 Nov 2010	Other	4371874

Based in Boston

The principal office where Hydrogen Investment Management, Inc. performs its advisory services is located at 60 State Street, Boston, MA 02109, which is also the mailing address of the firm. An additional office of the firm is in Palo Alto, CA. It doesn’t run an office outside of the United States.