HAMILTON MANOR & ASSOCIATES

7979 Ivanhoe Ave.
Ste 420
La Jolla, California 92037
Tel: 858-551-1040

About HAMILTON MANOR & ASSOCIATES

HAMILTON MANOR & ASSOCIATES, formally registered with the SEC as HAMILTON MANOR & ASSOCIATES. The firm was established in 06/08/2018. They have over 1 offices throughout the country.

HAMILTON MANOR & ASSOCIATES is a La Jolla, California based Financial Planning firm with nearly $147,711,361 assets under management, offering retirement planning & investment advisory services to 387 clients. The firm is staffed with 5 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	155865
SEC#	801-113413
Assets Managed by Firm	$147,711,361
No. of Clients	387
No. of Advisors	5

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Other (HOURLY CONSULTING)

Firm Client Information

	No. of Clients	AUM
Firm Total	387	$147,711,361
Individuals (other than high net worth individuals)	112	$36,278,246
High net worth individuals	53	$90,401,024
Pension and profit sharing plans	6	$18,388,406
Charitable organizations	Fewer than 5 clients	$2,643,685

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