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Hamilton-Bates Investment Research, Inc.

Headquartered in MERTZTOWN, PA

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Firm Information

Hamilton-Bates Investment Research, Inc. is an investment advisor with approximately $47.97 million in regulatory assets under management. The firm provides portfolio management services for individuals and businesses. They have 535 accounts with a majority of their clients being high net worth individuals, followed by individuals other than high net worth, and charitable organizations.

Hamilton-Bates Investment Research, Inc.

$47.97M

Assets Under Management

Not reported

Total Clients

11

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

Branch Locations (13)

HAMILTON-BATES INVESTMENT RESEARCH, INC. has a total of 13 branch locations across the country.

Advisors at Hamilton-Bates Investment Research, Inc.

View All 11 Advisors

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Disclosures

There are no public disclosures for Hamilton-Bates Investment Research, Inc..

Frequently Asked Questions (7)

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