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Darren Singh Vera cruz

Hamilton-Bates Investment Research, Inc.

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About Darren Singh Vera cruz

Darren Singh Vera cruz is a financial advisor registered with Hamilton-Bates Investment Research, Inc. Darren has been in the financial industry since 2011 and has experience providing investment advice to individuals and businesses. Darren holds a Series 65 license and is a member of the California Bar. Darren is currently an attorney focusing on estate planning. Darren's areas of specialization include providing portfolio management for businesses and individuals.

Firm Information

Darren Vera cruz is currently registered with Hamilton-Bates Investment Research, Inc.. 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.

$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.

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Darren Vera cruz’s Registration & Firm History

CA

01/01/2025 - Present

Hamilton-Bates Investment Research, Inc. (PLACENTIA CA)

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Licenses & Designations

IA

Issued 05/20/2016

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Darren Singh Vera cruz.
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