HAMILTON POINT INVESTMENT ADVISORS, LLC

100 Europa Drive
Suite 425
Chapel Hill, North Carolina 27517
Tel: (919) 636-3765

About HAMILTON POINT INVESTMENT ADVISORS, LLC

HAMILTON POINT INVESTMENT ADVISORS, LLC, formally registered with the SEC as HAMILTON POINT INVESTMENT ADVISORS, LLC. The firm was established in 08/20/2007. They have over 2 offices throughout the country.

HAMILTON POINT INVESTMENT ADVISORS, LLC is a Chapel Hill, North Carolina based Financial Planning firm with nearly $935,084,099 assets under management, offering retirement planning & investment advisory services to 780 clients. The firm is staffed with 11 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	144534
SEC#	801-68186
Assets Managed by Firm	$935,084,099
No. of Clients	780
No. of Advisors	11

Fee Structure

A percentage of AUM

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Publication of periodicals and newsletters

Firm Client Information

	No. of Clients	AUM
Firm Total	780	$935,084,099
Individuals (other than high net worth individuals)	41	$15,731,117
High net worth individuals	175	$666,180,605
Pension and profit sharing plans	1	$6,012,621
Charitable organizations	22	$225,138,365
Corporations or other businesses	5	$22,021,391

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