Hamilton Grant LLC

Broker-DealerFINRA MemberEst. 2014
Total AUM
—
Advisory reps
31
Avg account
$0

Firm details

Headquarters
Calabasas, California
CRD number
166180
Registered since
January 17, 2014

Firm profile

FINTRX

Overview

Hamilton Grant LLC is organized as a limited liability company and is classified in the source data as an investment bank. The firm is listed as SEC-registered in 2014 and its ownership is described as a mix of a domestic entity and an individual. The profile indicates the firm is not a capital allocator and is not identified as an active ESG investor. Regulatory and service flags in the snapshot show the firm is not designated as a multi-state adviser, is not newly formed, and is not marked as a pension consultant or related adviser. No client-facing business activities, fee structure, or advisory services were provided in the available information.

Assets & Accounts

Location & Offices

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

3 of 4
  • Donald Bizub

    Donald Bizub

    Chief Executive OfficerCRD 1600090

  • David Collett

    David Collett

    VP, CFOCRD 2352407

  • Bradley Kaiser

    Bradley Kaiser

    Chief Compliance OfficerCRD 2523397

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Contacts

3 of 27
  • Andrew Kuo

    Andrew Kuo

    Managing PartnerCRD 4415637

  • Ranjeet Guptara

    Ranjeet Guptara

    Managing DirectorCRD 7203719

  • Doron Kochavi

    Doron Kochavi

    FounderCRD 1011155

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Wealth teams

FINTRX

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

Calabasas, CA

Los Angeles

Location

Calabasas, CA

Headquartered in Calabasas, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.

Metro area
Los Angeles-Long Beach, CA
Region
West
County
Los Angeles
Address
26963 Alsace Dr
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth