Hamilton Grant LLC

Broker-DealerFINRA MemberEst. 2014
Total AUM
Advisory reps
31
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 classified as an investment bank. The firm registered with the SEC in 2014. Ownership is listed as a combination of an individual and a domestic entity. Available filings indicate the firm does not act as a capital allocator and does not identify as an active ESG investor. It is not registered as a multi-state adviser and is not described as a pension consultant or a newly formed adviser. The firm has not provided detailed descriptions of its advisory activities, fee structure, or client base in the data reviewed.

Assets & Accounts

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 27
  • Brad Croft

    Brad Croft

    Registered RepresentativeCRD 2927609

  • Erich Fritz

    Erich Fritz

    Registered RepresentativeCRD 5833392

  • Ranjeet Guptara

    Ranjeet Guptara

    Managing DirectorCRD 7203719

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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