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Hamilton Management Group, Inc.

Hamilton Management Group, Inc.. CRD 119362

Hamilton Management Group, Inc. logo

CRD: 119362

Hamilton Management Group, Inc.

Charlotte, NC
7043589808
$23.1M Total AUM
$23.1M Disc. AUM
-- 3Y CAGR
2 Employees
20 ADV. Clients
40 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company ยท Vanguard
Clients
Retail
Platforms
ElementTimber meridian
Established Date
08-01-1985
Office Locations
1

Office Locations

-- Charlotte NC

About Hamilton Management Group, Inc.

Hamilton Management Group (HMG) is a full-service real estate firm affiliated with RE/MAX of Wilmington, providing property management, home sales, rentals, and appraisal services across Pennsylvania and Delaware. It serves homeowners looking to sell or rent, families searching for housing, commercial and community associations needing management, and bank-owned REO properties, with tenant and owner online portals powered by AppFolio.

Team overview

-- AVG AGE
$23.1M AVG AUM / ADVISOR
$1.2M AVG AUM / CLIENT
40.9 yrs AVG TENURE
2 Employees
1 Advisory Reps
1 RIA Reps
40yrs Firm Age

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Asset Classes

Zenith north

Custodian

Ridge Foundation radial Frontier

Services

Capital fusion

Technology

Delta unison North value

Owner & Executives

P

PETER JAN SHINTAY

President

CRD
--
Ownership
75% or more
(291) 794-4925
crest.signal@frontiercapital.com
in linkedin.com/in/north-timber
M

MARY WOOLLEN SHINTAY

President, VICE PRESIDENT

CRD
--
Ownership
Less than 5%
(949) 280-1794
alpha.prime@crestcapital.com
in linkedin.com/in/delta-focus

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Contacts

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary

No AUM history available

Category Assets AVG. Account size
Discretionary $23,087,000 --
Non-Discretionary $0 --
Total $23,087,000 --

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Separately Managed Accounts

Total SMA Asset: $23,087,000

$23.1M Total SMA
Public Funds:
14.3%
Equity - Exchange:
33.8%
Cash:
25.0%
Other:
26.9%
Asset class Assets Assets %
Public Funds $935,423,735 14.3%
Equity - Exchange $2,211,001,555 33.8%
Cash $1,635,356,180 25.0%
Other $1,759,643,250 26.9%
Total $6,541,424,720 100.0%

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