Overview
Assets Under Management: $20.2 billion
Headquarters: HOUSTON, TX
High-Net-Worth Clients: 1
Average Client Assets: $1.4 million
Frequently Asked Questions
GARCIA HAMILTON & ASSOCIATES LP is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #108017), GARCIA HAMILTON & ASSOCIATES LP is subject to fiduciary duty under federal law.
GARCIA HAMILTON & ASSOCIATES LP is headquartered in HOUSTON, TX.
GARCIA HAMILTON & ASSOCIATES LP serves 1 high-net-worth clients according to their SEC filing dated July 05, 2024. View client details ↓
According to their SEC Form ADV, GARCIA HAMILTON & ASSOCIATES LP offers portfolio management for individuals, portfolio management for businesses, portfolio management for pooled investment vehicles, and portfolio management for institutional clients. View all service details ↓
GARCIA HAMILTON & ASSOCIATES LP manages $20.2 billion in client assets according to their SEC filing dated July 05, 2024.
According to their SEC Form ADV, GARCIA HAMILTON & ASSOCIATES LP serves high-net-worth individuals, businesses, pooled investment vehicles, and institutional clients. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Companies, Portfolio Management for Pooled Investment Vehicles, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 1
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 0.01%
Average Client Assets: $1.4 million
Total Client Accounts: 449
Discretionary Accounts: 449
Regulatory Filings
CRD Number: 108017
Filing ID: 1887472
Last Filing Date: 2024-07-05 13:05:00