Overview
Assets Under Management: $8.3 billion
Headquarters: NEW YORK, NY
High-Net-Worth Clients: 1,339
Average Client Assets: $3 million
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: 1,339
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 43.86
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 1,911
Discretionary Accounts: 1,911
Regulatory Filings
CRD Number: 119278
Filing ID: 1975222
Last Filing Date: 2025-04-02 13:00:00
Website: https://hamlincm.com