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Home > Retirement Planners > pennsylvania > conshohocken > HAMILTON LANE
HAMILTON LANE
110 Washington Street
Suite 1300
Conshohocken, Pennsylvania 19428
Tel: 610-934-2222
About HAMILTON LANE
HAMILTON LANE, formally registered with the SEC as HAMILTON LANE. The firm was established in 08/24/1998. They have over 23 offices throughout the country.
HAMILTON LANE is a Conshohocken, Pennsylvania based Financial Planning firm with nearly $856,992,911,981 assets under management, offering retirement planning & investment advisory services to 330 clients. The firm is staffed with 586 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
| Firm CRD# | 107876 |
| SEC# | 801-55813 |
| Assets Managed by Firm | $856,992,911,981 |
| No. of Clients | 330 |
| No. of Advisors | 586 |
Fee Structure
- A Percentage of AUM
- Fixed Fees
- Performance Based
Advisory Services Provided
- Portfolio Management for Investment
- Portfolio Management for pooled Investment
- Portfolio Management for Business
- Pension Consulting Services
- Selection of Other Advisors
- Publication of periodicals or Newsleters
- Educational Seminars/ Workshops
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 330 | $856,992,911,981 |
| Pension and profit sharing plans | 86 | $123,084,326,991 |
| Charitable organizations | 12 | $352,043,437 |
| Other investment advisers | 3 | $143,058,042 |
| Corporations or other businesses | 14 | $15,710,319,490 |
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|---|---|---|---|
| $6,649,219,111,273 | 208 | 675 | |
| $420,303,833,453 | 80 | 101 | |
| $337,512,332,679 | 151 | 201 | |
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| $191,883,504,410 | 407 | 657 |
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