Hamilton And Associates

Hamilton And Associates (CRD# 155865) is a financial advisory firm headquartered in La Jolla, CA. They manage $5,600,000 in 4 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    6
    MILLION
  • Total Number of Accounts
    4
    ACCOUNTS
  • Average Account Value
    $1,400,000
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Other
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

Financial Advisors at Hamilton And Associates
Showing 1 - 1 of 1 top financial advisors.
1
Keith E. Hamilton
CRD#: 1542590
7979 Ivanhoe Ave., Ste 420, La Jolla, CA 92037
93
Wealthminder
score

Keith Hamilton (CRD# 1542590) is an Investment Advisor Representative working at Hamilton And Associates in La Jolla, CA and has over 31 years of experience in the finance industry.

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