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Overview Share
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La Jolla, California
$112.8 million AUM
1 office

Hamilton and Associates is based in La Jolla, California and has $112.8 million in assets under management.

Location
7979 Ivanhoe Avenue
Suite 420
La Jolla, CA 92037
$112.8 million
AUM
4
Employees
AUM Share
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$112,815,958
Assets under management
380 clients
Number of clients
AUM and clients by client type
Type of client Clients AUM Percent of total AUM Average investment size
Individuals 116 $32,136,413 28% $277,038
High net worth individuals 49 $65,076,051 58% $1,328,083
Pension and profit sharing plans 5 $13,648,100 12% $2,729,620
Charitable organizations Fewer than 5 clients $1,955,394
Employees Share
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4
Employees
2
Investment analysts
50% of total employees
AUM per employee Share
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$112,815,958
Assets under management
$28,203,990
AUM per employee
$56,407,979
AUM per investment analyst
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Compensation

Hamilton and Associates makes money through the following ways:

  • Percentage of AUM
  • Hourly fees
  • Fixed fees
Services offered

Hamilton and Associates provides the following services:

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Hourly consulting
Business activities
  • Tax planning and preparation
Firm data Share
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CRD number 155,865
SEC number 801-113413
Legal structure Corporation
Legal governance California, United States
Latest ADV filing date February 12, 2020

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