Garcia Hamilton & Associates LP

Garcia Hamilton & Associates LP (CRD# 108017) is a financial advisory firm headquartered in Houston, TX. They manage $6,340,058,487 in 278 accounts and serve the financial needs of clients across 14 states (or territories).

By the Numbers
  • Total Assets Under Management
    6,340
    MILLION
  • Total Number of Accounts
    278
    ACCOUNTS
  • Average Account Value
    $22,805,966
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, DE, FL, GA, IL, IN, LA, MA, NC, NJ, NY, OK, PA, TX

Financial Advisors at Garcia Hamilton & Associates LP
Showing 1 - 3 of 3 top financial advisors.
1
Gilbert A. Garcia
CRD#: 1453249
1401 Mckinney Street, Suite 1600, Houston, TX 77010
96
Wealthminder
score

Gilbert Garcia (CRD# 1453249) is an Investment Advisor Representative working at Garcia Hamilton & Associates LP in Houston, TX and has over 30 years of experience in the finance industry.

2
John A. Lohman
CRD#: 4620441
1401 Mckinney Street, Suite 1600, Houston, TX 77010
96
Wealthminder
score

John Lohman (CRD# 4620441) is an Investment Advisor Representative working at Garcia Hamilton & Associates LP in Houston, TX and has over 17 years of experience in the finance industry.

3
Curt E. Rohrman
CRD#: 1883115
1401 Mckinney Street, Suite 1600, Houston, TX 77010
96
Wealthminder
score

Curt Rohrman (CRD# 1883115) is an Investment Advisor Representative working at Garcia Hamilton & Associates LP in Houston, TX and has over 27 years of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.