Hamilton-Bates Investment Research, Inc.
Firm details
- Headquarters
- ,
- CRD number
- 114127
- Website
- www.hbir.com
- Custodians
- NATIONAL FINANCIAL SERVICES LLC
- Fee structure
- Percentage of AUM
- Client types
- Individuals53.4%
- HNWI45.9%
- Charitable Organizations0.7%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Hamilton-Bates Investment Research, Inc. is an independent, privately owned registered investment adviser organized as a corporation. The firm serves both individual and family clients as well as institutional and business clients, providing discretionary portfolio management for individuals/small businesses and for businesses or institutions. Compensation is charged as a percentage of assets under management. The adviser is not identified as an active ESG investor, is not a capital allocator, and is not classified as a multi-state or newly formed adviser in the provided snapshot.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds75%
- Exchange Traded Equities15%
- Cash & Cash Equivalents10%
Contacts
3 of 10
Darren Vera Cruz
Investment Adviser RepresentativeCRD 6663850
Eric Bell
Registered RepresentativeCRD 1504402
Darrell Fryer
OwnerCRD 1769154
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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