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Home > Retirement Planners > california > encino > HAMILTON WEALTH, LLC
HAMILTON WEALTH, LLC
16000 Ventura Boulevard
Suite 610
Encino, California 91436
Tel: 747-208-4300
About HAMILTON WEALTH, LLC
HAMILTON WEALTH, LLC, formally registered with the SEC as HAMILTON WEALTH, LLC. The firm was established in 09/01/2017. They have over 1 offices throughout the country.
HAMILTON WEALTH, LLC is a Encino, California based Financial Planning firm with nearly $451,036,387 assets under management, offering retirement planning & investment advisory services to 1042 clients. The firm is staffed with 4 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 289462 |
| SEC# | 801-111079 |
| Assets Managed by Firm | $451,036,387 |
| No. of Clients | 1042 |
| No. of Advisors | 4 |
Fee Structure
- A percentage of AUM
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pesnsion consulting services
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1042 | $451,036,387 |
| Individuals (other than high net worth individuals) | 253 | $35,056,014 |
| High net worth individuals | 153 | $405,441,589 |
| Pension and profit sharing plans | 6 | $5,359,842 |
| Charitable organizations | 8 | $832,395 |
| Corporations or other businesses | Fewer than 5 clients | $4,346,547 |
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