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Lori Ann Garcia

Hamilton-Bates Investment Research, Inc.

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About Lori Ann Garcia

Lori Garcia is a registered Investment Advisor Representative at Hamilton-Bates Investment Research, Inc. Lori has been in the industry since March 2018. Lori is licensed in California and has a specialization in Portfolio Management for Individuals and Businesses. Lori also manages a consulting business called Lori Legality, Inc.

Firm Information

Lori Garcia 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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Lori Garcia’s Registration & Firm History

CA

03/16/2018 - Present

Hamilton-Bates Investment Research, Inc. (YORBA LINDA CA)

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Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Lori Ann Garcia.
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