Hamilton Robinson LLC
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Overview
Hamilton Robinson LLC operates as a financial advisory company headquartered in Stamford, Connecticut. The company administers $364.5 million in assets under management across 17 customer accounts, placing it among the bigger investment advisory firms in the country by assets under management (AUM). The firm has a small group, including 8 financial advisors. Hamilton Robinson LLC is not a registered broker-dealer, signifying that the advisor is not able to buy and sell securities for its accounts and those of its clients and instead has to go through a broker-dealer company to do so. Securities are exchangable fiscal investments like bonds, stocks and options.
Hamilton Robinson LLC oversees all of the firm's accounts on a discretionary basis. Discretionary management means that transaction choices are made by an investment advisor without needing to seek the customer's approval. Hamilton Robinson LLC administers about $21.4 million in assets for each customer account. An average financial advisor at Hamilton Robinson LLC administers around two client accounts, placing it among the most individualized firms in the country.
Hamilton Robinson LLC's headquarters is located at 301 Tresser Boulevard, Stamford, Connecticut 6901. It is legally registered to provide services to investors in the state of Connecticut.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Hamilton Robinson LLC by the Numbers
$364.5 million
10
17
$21.4 million
Fee Structure
Fees charged by financial advisors typically depend on the type of financial services offered. Fee types charged by the firm most likely are comprised of any blend of the following fee structures: asset-based or performance-based. Wrap fee programs, or the practice of bundling services for a single fee, are not provided by the firm.
Available
-
Offered by 69% of firms
Percentage of Assets
-
Offered by 26% of firms
Performance-based
Unavailable
-
Find one of the 21% of firms that offer this fee type
Hourly
-
Find one of the 1% of firms that offer this fee type
Commissions
-
Find one of the 0% of firms that offer this fee type
Subscription
-
Find one of the 32% of firms that offer this fee type
Fixed
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Find one of the 10% of firms that offer this fee type
Other
Types of Clients
The company provides services to pooled investment vehicles. Out of its 17 accounts, Hamilton Robinson LLC's biggest client is pooled investment vehicles. None of the company's clients reside abroad.
- High-Net-Worth Individuals* - 0%
- Other Individuals - 0%
- Corporations - 100%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Hamilton Robinson LLC does not have any disclosures.
Please visit its Form ADV for more details.
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The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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