Overview
Assets Under Management: $189 million
Headquarters: LA JOLLA, CA
High-Net-Worth Clients: 56
Average Client Assets: $2.3 million
Frequently Asked Questions
HAMILTON MANOR & ASSOCIATES 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 #155865), HAMILTON MANOR & ASSOCIATES is subject to fiduciary duty under federal law.
HAMILTON MANOR & ASSOCIATES is headquartered in LA JOLLA, CA.
HAMILTON MANOR & ASSOCIATES serves 56 high-net-worth clients according to their SEC filing dated March 23, 2026. View client details ↓
According to their SEC Form ADV, HAMILTON MANOR & ASSOCIATES offers financial planning and portfolio management for individuals. View all service details ↓
HAMILTON MANOR & ASSOCIATES manages $189 million in client assets according to their SEC filing dated March 23, 2026.
According to their SEC Form ADV, HAMILTON MANOR & ASSOCIATES serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 56
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 67.75%
Average Client Assets: $2.3 million
Total Client Accounts: 395
Discretionary Accounts: 164
Non-Discretionary Accounts: 231
Regulatory Filings
CRD Number: 155865
Filing ID: 2064498
Last Filing Date: 2026-03-23 08:27:27