CRD: 155865
Hamilton Manor & Associates
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- Custodian
- Goldman Sachs · JP Morgan · LPL Financial
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 04-05-2011
- Office Locations
- 1
Office Locations
About Hamilton Manor & Associates
Hamilton, Manor & Associates is a La Jolla, CA-based tax and wealth management firm founded in 1986. The firm provides financial planning and investment management, with strategies tailored for business owners and entrepreneurs, including guidance to address income and estate tax considerations. Process-driven and service-oriented, the practice is led by founder Keith Hamilton, CFP, and builds long-term client relationships.
Team overview
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Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
KEITH EDWARD HAMILTON
Chief Executive Officer, Investment Advisor, President
- CRD
- #1542590
- Ownership
- 75% or more
NATHAN ALLEN MANOR
Chief Compliance Officer, Investment Advisor
- CRD
- #5985160
- Ownership
- Less than 5%
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $63,297,875 | $385,963 |
| Non-Discretionary | $125,595,224 | $543,702 |
| Total | $188,893,099 | $478,210 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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