Overview
Assets Under Management: $122 million
Headquarters: DACULA, GA
High-Net-Worth Clients: 72
Average Client Assets: $0.8 million
Frequently Asked Questions
HAMILTON INVESTMENT COUNSEL, LLC 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 #284564), HAMILTON INVESTMENT COUNSEL, LLC is subject to fiduciary duty under federal law.
HAMILTON INVESTMENT COUNSEL, LLC is headquartered in DACULA, GA.
HAMILTON INVESTMENT COUNSEL, LLC serves 72 high-net-worth clients according to their SEC filing dated August 24, 2018. View client details ↓
According to their SEC Form ADV, HAMILTON INVESTMENT COUNSEL, LLC offers financial planning, portfolio management for individuals, and pension consulting services. View all service details ↓
HAMILTON INVESTMENT COUNSEL, LLC manages $122 million in client assets according to their SEC filing dated August 24, 2018.
According to their SEC Form ADV, HAMILTON INVESTMENT COUNSEL, LLC serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting
Clients
Number of High-Net-Worth Clients: 72
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 47.13%
Average Client Assets: $0.8 million
Total Client Accounts: 348
Discretionary Accounts: 318
Non-Discretionary Accounts: 30
Regulatory Filings
CRD Number: 284564
Filing ID: 1234335
Last Filing Date: 2018-08-24 17:38:00