Hamrick Financial, LLC
Firm details
- Headquarters
- ,
- CRD number
- 148587
- Custodians
- ALTRUIST FINANCIAL LLC
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- HNWI58.99%
- Individuals41.01%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Hamrick Financial, LLC operates as an independent registered investment adviser organized as an LLC and owned by an individual. The firm focuses on servicing individual and family clients, offering financial planning and portfolio management for individuals and small businesses. Its fee model combines a percentage-of-AUM component with hourly charges. The firm is not positioned as a capital allocator or pension consultant, does not identify as an active ESG investor, and is not registered as a multi-state or newly formed adviser.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds76%
- Exchange Traded Equities13%
- Cash & Cash Equivalents11%
Contacts
1 of 1Robert Hamrick
Managing MemberCRD 3243122
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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