Hamilton Investment Advisors, LLC

RIASEC Registered
Total AUM
—
Avg account
$0
Accounts
0
Employees
2
Advisory reps
2

Firm details

Headquarters
Solana Beach, California
CRD number
130806
Fee structure
Other

Firm profile

FINTRX

Overview

Hamilton Investment Advisors, LLC is organized as a limited liability company with individual ownership. The firm’s public summary lists its classification as unclassified and indicates a fee structure described only as “other.” Available metadata notes that it is not an active ESG investor, is not a capital allocator, is not designated as a multi-state adviser, and is neither newly formed nor a pension consultant or related adviser. The firm has not provided descriptive detail about its advisory activities, business lines, or client segments.

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

Contacts

2 of 2
  • Judith Hamilton

    Judith Hamilton

    Founding PartnerCRD 4773218

  • Darren Hamilton

    Investment Advisor RepresentativeCRD 7320954

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Solana Beach, CA

San Diego

Location

Solana Beach, CA

Headquartered in Solana Beach, CA, anchoring the San Diego-Chula Vista-Carlsbad, CA metro in the West.

Metro area
San Diego-Chula Vista-Carlsbad, CA
Region
West
County
San Diego
Address
323 N Highway 101
Time zone
PT (UTC-8)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth