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 is organized as a corporation and operates as an institutional registered investment adviser serving both individual & family clients and institutional clients. The firm charges clients using a mix of percentage-of-AUM and fixed-fee arrangements. The dataset indicates Hamilton & Company is not positioned as a capital allocator; instead it relies on externally managed strategies. It is not identified as an active ESG investor, is not a multi-state adviser, and is neither newly formed nor described as a pension consultant or related adviser in the available data.
Assets & Accounts
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
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
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
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