Overview
Assets Under Management: $935 million
Headquarters: CHAPEL HILL, NC
High-Net-Worth Clients: 181
Average Client Assets: $4 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting
Clients
Number of High-Net-Worth Clients: 181
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 71.62
Average High-Net-Worth Client Assets: $4 million
Total Client Accounts: 780
Discretionary Accounts: 780
Regulatory Filings
CRD Number: 144534
Last Filing Date: 2024-03-20 00:00:00
Website: https://hamiltonpoint.com