HAMILTON & COMPANY

RIASEC Registered
Total AUM
Avg account
$0
Accounts
0
Employees
7
Advisory reps
3

Firm details

Headquarters
PRINCETON, New Jersey
CRD number
11310
Fee structure
Percentage of AUM, Fixed Fees

Firm profile

FINTRX

Overview

Hamilton & Company is organized as a corporation with domestic entity and individual ownership. The firm serves both individual and family clients as well as institutional clients and charges a mix of percentage-of-assets and fixed-fee advisory arrangements. Public filings in the dataset do not include a registration year, and the firm is classified as unclassified in the source summary. The firm does not identify as an active ESG investor, is not listed as a multi-state adviser, and is not described as a pension consultant or a related adviser. The snapshot also indicates Hamilton & Company does not act as a capital allocator, which aligns with its use of external fund managers for certain alternative exposures.

Assets & Accounts

Investments & Alternatives

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

1 of 1
  • KENDALL HAMILTON

    Chief Operating OfficerCRD 2751613

Contacts

2 of 2
  • ROBERT MISNER

    Senior Investment ConsultantCRD 2086538

  • JAMES HAMILTON

    PresidentCRD 234976

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

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Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth