Hamilton-bates Investment Research, Inc.

Hamilton-bates Investment Research, Inc. (CRD# 114127) is a financial advisory firm headquartered in Newtown Square, PA. They manage $31,688,000 in 312 accounts and serve the financial needs of clients across 4 states (or territories).

By the Numbers
  • Total Assets Under Management
    32
    MILLION
  • Total Number of Accounts
    312
    ACCOUNTS
  • Average Account Value
    $101,564
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • 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, IL, PA, TX

Financial Advisors at Hamilton-bates Investment Research, Inc.
Showing 1 - 5 of 5 top financial advisors.
1
Alan D. Bates
CRD#: 2137050
Newtown Square, PA
93
Wealthminder
score

Alan Bates (CRD# 2137050) is an Investment Advisor Representative working at Hamilton-bates Investment Research, Inc. in Newtown Square, PA and has over 26 years of experience in the finance industry.

2
Adrienne E. Cooper
CRD#: 2306107
Cardiff By The Sea, CA
93
Wealthminder
score

Adrienne Cooper (CRD# 2306107) is an Investment Advisor Representative working at Hamilton-bates Investment Research, Inc. in Cardiff By The Sea, CA and has over 24 years of experience in the finance industry.

3
Richard E. Hamilton
CRD#: 2080587
Newtown Square, PA
93
Wealthminder
score

Richard Hamilton (CRD# 2080587) is an Investment Advisor Representative working at Hamilton-bates Investment Research, Inc. in Newtown Square, PA and has over 27 years of experience in the finance industry.

4
Della C. Kan
CRD#: 2624354
Cerritos, CA
93
Wealthminder
score

Della Kan (CRD# 2624354) is an Investment Advisor Representative working at Hamilton-bates Investment Research, Inc. in Cerritos, CA and has over 22 years of experience in the finance industry.

5
Darren S. Vera Cruz
CRD#: 6663850
209 S. Lakeview, Placentia, CA 92870
88
Wealthminder
score

Darren Vera Cruz (CRD# 6663850) is an Investment Advisor Representative working at Hamilton-bates Investment Research, Inc. in Placentia, CA and has over 2 years of experience in the finance industry.

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