Hamilton Grant LLC

Broker-DealerFINRA MemberEst. 2014
Total AUM
Advisory reps
30
Avg account
$0

Firm details

Headquarters
Calabasas, California
CRD number
166180
Registered since
January 17, 2014

Firm profile

FINTRX

Overview

Hamilton Grant LLC is organized as a limited liability company and is categorized in FINTRX as an investment bank. The firm registered with the SEC in 2014 and is owned by a combination of a domestic entity and an individual. Public records identify it as not operating as a capital allocator and not positioning itself as an active ESG investor. Regulatory and service flags in the record indicate Hamilton Grant LLC is not a multi-state adviser, is not newly formed, and does not list pension consulting or related-adviser roles. The source material does not detail the firm’s client mix, fee schedules, or the specifics of its advisory activities.

Location & Offices

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

3 of 4
  • David Collett

    David Collett

    VP, CFOCRD 2352407

  • Bradley Kaiser

    Bradley Kaiser

    Chief Compliance OfficerCRD 2523397

  • Donald Bizub

    Donald Bizub

    Chief Executive OfficerCRD 1600090

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Contacts

3 of 26
  • Brad Croft

    Brad Croft

    Registered RepresentativeCRD 2927609

  • Erich Fritz

    Erich Fritz

    Registered RepresentativeCRD 5833392

  • Ronald Klammer

    Ronald Klammer

    President & Managing DirectorCRD 5460125

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Calabasas, CA

Los Angeles

Location

Calabasas, CA

Headquartered in Calabasas, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.

Metro area
Los Angeles-Long Beach, CA
Region
West
County
Los Angeles
Address
26963 Alsace Dr
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth