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John Brock Hamilton

Hamilton Advisors Inc.

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About John Brock Hamilton

John Brock Hamilton is a Registered Investment Advisor in Connecticut. John is affiliated with Hamilton Advisors Inc. based in GREENWICH, CT. The firm manages assets for Individuals, High-Net-Worth Individuals, and Pension and Profit-Sharing Plans. John has been registered with the SEC for over 30 years.

Firm Information

John Hamilton is currently registered with Hamilton Advisors Inc.. Hamilton Advisors Inc. is an investment advisor registered with the SEC. The firm manages approximately $45.25 million in assets for 29 clients. Their primary client types are high-net-worth individuals, pension and profit sharing plans, and individuals other than high-net-worth. They provide portfolio management services for individuals.

$45.25M

Assets Under Management

Not reported

Total Clients

2

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 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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John Hamilton’s Registration & Firm History

CT

03/30/1992 - Present

Hamilton Advisors Inc. (GREENWICH CT)

NA

11/18/1986 - 04/07/1990

DREXEL BURNHAM LAMBERT INCORPORATED

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Licenses & Designations

BC

Issued 08/26/1986

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 11/15/1986

Series 7 - General Securities Representative Examination

BC

Issued 10/21/1986

Series 3 - National Commodity Futures Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for John Brock Hamilton.
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