H
CRD: 105342
Hamilton Advisors INC
Greenwich, CT
2036291112
$48.5M Total AUM
$48.5M Disc. AUM
-- 3Y CAGR
2 Employees
6 ADV. Clients
43 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Fiduciary Trust
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 12-17-1982
- Office Locations
- 1
Office Locations
-- Greenwich CT
About Hamilton Advisors INC
Hamilton Advisors INC is a Greenwich-based RIA. The firm has been operating for 43 years. Managing $48.5M in total assets under management, with 2 advisory representatives. They custody assets with Fiduciary Trust. Services offered include Insurance.
Team overview
-- AVG AGE
$24.3M AVG AUM / ADVISOR
$8.1M AVG AUM / CLIENT
38.9 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
43yrs Firm Age
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Asset Classes
Vector Momentum
Client Personas
Wave quantum
Investment Themes
Eagle horizon Crest
Investment Vehicles
Fusion
Services
Bridge capital
Owner & Executives
D
DEBORAH JANE HAMILTON
Advisor, Chief Compliance Officer, President
- CRD
- #801254
- Ownership
- 50% but less than 75%
(382) 866-7654
atlas.unison@crestcapital.com
in linkedin.com/in/catalyst-summit
JOHN BROCK HAMILTON
VICE PRESIDENT
- CRD
- #1554912
- Ownership
- 25% but less than 50%
(801) 619-3364
signal.matrix@foundationcapital.com
in linkedin.com/in/optima-ember
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $48,513,511 | $1,874,556 |
| Non-Discretionary | $0 | -- |
| Total | $48,513,511 | $1,874,556 |
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Separately Managed Accounts
Total SMA Asset: $48,513,511
Equity - Exchange:
29.7% U.S. Government/Agency:
14.6% Cash:
7.2% Corporate - Investment Grade:
23.0% Municipal Bonds:
14.1% Other:
11.4% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,271,406,636 | 29.7% |
| U.S. Government/Agency | $625,001,242 | 14.6% |
| Cash | $308,219,791 | 7.2% |
| Corporate - Investment Grade | $984,590,998 | 23.0% |
| Municipal Bonds | $603,597,090 | 14.1% |
| Other | $488,014,668 | 11.4% |
| Total | $4,280,830,425 | 100.0% |