Hamilton & Company

RIASEC Registered
Total AUM
Avg account
$0
Accounts
0
Employees
7
Advisory reps
3

Firm details

Headquarters
Princeton, New Jersey
CRD number
11310
Fee structure
Percentage of AUM, Fixed Fees

Firm profile

FINTRX

Overview

Hamilton & Company is organized as a corporation and operates as an institutional registered investment adviser serving both individual & family clients and institutional clients. The firm charges clients using a mix of percentage-of-AUM and fixed-fee arrangements. The dataset indicates Hamilton & Company is not positioned as a capital allocator; instead it relies on externally managed strategies. It is not identified as an active ESG investor, is not a multi-state adviser, and is neither newly formed nor described as a pension consultant or related adviser in the available data.

Assets & Accounts

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • Kendall Hamilton

    Kendall Hamilton

    Chief Operating OfficerCRD 2751613

Contacts

2 of 2
  • Robert Misner

    Robert Misner

    Senior Investment ConsultantCRD 2086538

  • James Hamilton

    PresidentCRD 234976

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

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Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Princeton, NJ

Mercer

Location

Princeton, NJ

Headquartered in Princeton, NJ, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
Mercer
Address
650 College Rd E
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth