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Building 2HAMILTON POINT INVESTMENT ADVISORS, LLC

Map pinCHAPEL HILL, NC
Phone(919) 636-3765
NotebookSEC #801-68186
Total AUM
$1.2B
Employees
12
Clients
266

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1450 ENVIRON WAY
CHAPEL HILL
NC 27517
United States
Operating Hours
BY APPOINTMENT ONLY
BY APPOINTMENT ONLY
Phone
(919) 636-3765
Other Offices
1

ReceiptFinancials

Total AUM
$1.2B
Accounts
885
Discretionary
$1.2B
Accounts
885
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
36
AUM
$13.2M
HNW Individual Clients
203
AUM
$893.8M
Pension/Profit Sharing Plan Clients
1
AUM
$4.5M
Charitable Organization Clients
21
AUM
$273.9M
Corporation or Business Clients
5
AUM
$25.8M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension ConsultingPublications
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CAFLGANCNYPATXVA

HandshakeAffiliates

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

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