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Building 2HAMILTON MANOR & ASSOCIATES

Map pinLA JOLLA, CA
Phone858-551-1040
NotebookSEC #801-113413
Total AUM
$188.9M
Employees
5
Clients
171

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
7979 IVANHOE AVE.
STE 420
LA JOLLA
CA 92037
United States
Operating Hours
8:30 - 4:00
Monday - Friday
Phone
858-551-1040

ReceiptFinancials

Total AUM
$188.9M
Accounts
395
Discretionary
$63.3M
Accounts
164
Non-Discretionary
$125.6M
Accounts
231

ContactClients

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Individual Clients
110
AUM
$44.2M
HNW Individual Clients
56
AUM
$128M
Pension/Profit Sharing Plan Clients
4
AUM
$14.3M
Charitable Organization Clients
1
AUM
$2.4M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementOther Services
Other Services
HOURLY CONSULTING
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CAWA

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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