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GARCIA HAMILTON & ASSOCIATES LP
5 Houston Center
1401 Mckinney St., Suite 1600
Houston, Texas 77010-4037
Tel: 713-853-2322
About GARCIA HAMILTON & ASSOCIATES LP
GARCIA HAMILTON & ASSOCIATES LP, formally registered with the SEC as GARCIA HAMILTON & ASSOCIATES LP. The firm was established in 12/31/1998. They have over 1 offices throughout the country.
GARCIA HAMILTON & ASSOCIATES LP is a Houston, Texas based Financial Planning firm with nearly $16,763,702,363 assets under management, offering retirement planning & investment advisory services to 441 clients. The firm is staffed with 37 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
| Firm CRD# | 108017 |
| SEC# | 801-56194 |
| Assets Managed by Firm | $16,763,702,363 |
| No. of Clients | 441 |
| No. of Advisors | 37 |
Fee Structure
- A Percentage of AUM
- Performance Based
Advisory Services Provided
- Portfolio Management for Individuals
- Portfolio Management for Investment
- Portfolio Management for pooled Investment
- Portfolio Management for Business
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 441 | $16,763,702,363 |
| High net worth individuals | 5 | $14,749,110 |
| Pension and profit sharing plans | 48 | $2,092,272,261 |
| Charitable organizations | 164 | $3,490,832,155 |
| Other investment advisers | 9 | $303,562,533 |
| Corporations or other businesses | 5 | $132,057,620 |
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