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HELLMAN JORDAN MANAGEMENT CO INC

QUINCY, MA · CRD 106099 · IAPD ↗ · hellmanjordan.com · (617) 261-9800

$95.1MRegulatory AUM
4Advisory reps
7Employees
0Clients
n/aPlanning clients
0Private funds
1States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

60
March 2025 — HELLMAN JORDAN MANAGEMENT CO INC (QUINCY, MA) left the SEC roster (was $95.1M RAUM, 4 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.