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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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