Hamilton & Company
Firm details
- Headquarters
- Princeton, New Jersey
- CRD number
- 11310
- Website
- jrhamilton.com
- Fee structure
- Percentage of AUM, Fixed Fees
Firm profile
FINTRXOverview
Hamilton & Company operates as a corporation classified as an institutional RIA and is state-registered in New Jersey. Ownership is a mix of a domestic entity and individual ownership. The firm serves both individual and family clients as well as institutional clients. Its fee model combines percent-of-AUM billing with fixed-fee engagements. Hamilton & Company does not position itself as a capital allocator, does not describe itself as an active ESG investor, and does not operate as a multistate or newly formed adviser. It does not list pension consulting or related-adviser services among its activities.
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
Owners & executives
1 of 1
Kendall Hamilton
Chief Operating OfficerCRD 2751613
Contacts
1 of 1
Robert Misner
Senior Investment ConsultantCRD 2086538
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Princeton, NJ
Mercer
Location
Princeton, NJ
Headquartered in Princeton, NJ, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- Mercer
- Address
- 650 College Rd E
- Time zone
- ET (UTC-5)
- Office locations
Similar firms
Altman Investment Management LLC
RIAPrinceton, NJ
Certified Wealth Management & Investment LLC
RIAPrinceton, NJ
Prysm Capital, L.P.
RIAPrinceton, NJ
Blackrock Investment Management, LLC
RIAPrinceton, NJ
Omnivest Group LLC
RIAPrinceton, NJ
Novi Wealth Partners
RIAPrinceton, NJ