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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 $20,236,727,145 assets under management, offering retirement planning & investment advisory services to 449 clients. The firm is staffed with 40 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 108017 |
| SEC# | 801-56194 |
| Assets Managed by Firm | $20,236,727,145 |
| No. of Clients | 449 |
| No. of Advisors | 40 |
Fee Structure
- A percentage of AUM
- Performance Based
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 449 | $20,236,727,145 |
| High net worth individuals | 1 | $1,390,446 |
| Pension and profit sharing plans | 48 | $3,496,609,205 |
| Charitable organizations | 164 | $3,128,754,083 |
| Other investment advisers | 7 | $353,253,328 |
| Corporations or other businesses | 7 | $397,033,722 |
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