Hamilton & Company

RIAState Registered
Total AUM
—
Avg account
$0
Accounts
0
Employees
7
Advisory reps
2

Firm details

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

Firm profile

FINTRX

Overview

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

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

1 of 1
  • Kendall Hamilton

    Kendall Hamilton

    Chief Operating OfficerCRD 2751613

Contacts

1 of 1
  • Robert Misner

    Robert Misner

    Senior Investment ConsultantCRD 2086538

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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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