HAMILTON & COMPANY
Firm details
- Headquarters
- PRINCETON, New Jersey
- CRD number
- 11310
- Website
- jrhamilton.com
- Fee structure
- Percentage of AUM, Fixed Fees
Firm profile
FINTRXOverview
Hamilton & Company is organized as a corporation with domestic entity and individual ownership. The firm serves both individual and family clients as well as institutional clients and charges a mix of percentage-of-assets and fixed-fee advisory arrangements. Public filings in the dataset do not include a registration year, and the firm is classified as unclassified in the source summary. The firm does not identify as an active ESG investor, is not listed as a multi-state adviser, and is not described as a pension consultant or a related adviser. The snapshot also indicates Hamilton & Company does not act as a capital allocator, which aligns with its use of external fund managers for certain alternative exposures.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1KENDALL HAMILTON
Chief Operating OfficerCRD 2751613
Contacts
2 of 2ROBERT MISNER
Senior Investment ConsultantCRD 2086538
JAMES HAMILTON
PresidentCRD 234976
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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