HAMRICK INVESTMENT COUNSEL, LLC
Firm details
- Headquarters
- SEATTLE, Washington
- CRD number
- 116314
- Registered since
- March 19, 2014
- Website
- hamrickinvestment.com
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI85.75%
- Individuals7.38%
- Charitable Organizations6.86%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Hamrick Investment Counsel, LLC is an independent, owner-operated registered investment adviser organized as an LLC and SEC-registered since 2014. The firm works with both high-net-worth individuals and families as well as institutional clients, offering financial planning and discretionary portfolio management for individuals, small businesses, and other business or institutional entities. Its fee arrangements include asset-based (percentage of AUM) billing as well as hourly and fixed-fee engagements. The firm does not describe itself as an active ESG investor and does not operate as a capital allocator or pension consultant.
Assets & Accounts
Public Holdings
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
Asset composition
- Public Funds/Mutual Funds50%
- Exchange Traded Equities45%
- Cash & Cash Equivalents5%
Contacts
3 of 3TODD WATHEY
Investment Management ProfessionalCRD 4717347
DOUGLAS HAACK
Investment AdvisorCRD 2068732
ROY HAMRICK
FounderCRD 1729273
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 127Active vs passive
$96.6M in ETFs
90%
$86.8M
<1%
$9.8M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SCHWAB 1-5 YEAR CORPORATE BOND ETF (SCHJ) | Schwab | Passive | Short Term Bond | $18.4M | 742,523 | 19.01% |
Location
SEATTLE, WA
KING
Location
SEATTLE, WA
Headquartered in SEATTLE, WA, anchoring the Seattle-Tacoma, WA metro in the West.
- Metro area
- Seattle-Tacoma, WA
- Region
- West
- County
- KING
- Address
- 2033 6th Ave
- Time zone
- PT (UTC-8)
- Office locations
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