Overview
Assets Under Management: $554 million
Headquarters: LOS ANGELES, CA
High-Net-Worth Clients: 3
Average Client Assets: $35 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting
Clients
Number of High-Net-Worth Clients: 3
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 18.93
Average High-Net-Worth Client Assets: $35 million
Total Client Accounts: 860
Discretionary Accounts: 857
Non-Discretionary Accounts: 3
Regulatory Filings
CRD Number: 289462
Filing ID: 1987858
Last Filing Date: 2025-05-07 16:21:00
Website: https://hamiltonwealthco.com