Tech stack
No one at Hummer Financial Advisory Services Inc has shared their stack yet. Work here? Add the tools you use. Custodians marked “per Form ADV” are from the firm's SEC filing (those holding 10%+ of its separately managed accounts, as of the date shown), so newer custodians may be missing.
Custodial Platform
Wells Fargo
Per Form ADV · $102M held · filed Feb 2024
Schwab
Per Form ADV · $58M held · filed Feb 2024