Andrew
Hambleton
Telemus Capital, LLC
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About this Advisor
Andrew Hambleton is a financial advisor who works out of Chicago, Illinois with 4 years of relevant experience. Hambleton is an advisor for Telemus Capital, LLC. The advisor has gained experience at Telemus Capital, LLC, Bmo Private Bank, Bmo Harris Bank, Summit Wealth Partners, Newgate Capital Partners, LLC, Jp Morgan Securities, Pinstripes and Rollins College. Hambleton has a Series 65 license, certifying them as an investment advisor representative, and is able to operate in Illinois. Telemus Capital, LLC is an advisory business that has its headquarters in Southfield, MI. The investment advisory business has offices in three locations and a total of 52 employees. It handles $3 billion in assets under management between its 4,367 accounts, placing it among the biggest financial advisory firms in the United States by assets under management. The firm provides financial advisory services to 22 charitable organizations. Of its 4,367 accounts, 34% belong to high-net-worth investors who have greater than $1 million in assets. The firm performs a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, selection of other advisers, educational seminars and other services. Financial management fees usually depend on which service is provided. Fees billed by Telemus Capital, LLC may include any blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Telemus Capital, LLC Brokerage Details
$2,972,199,618
52
4,367
$680,604
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Educational seminars/workshops
- Other
Andrew Hambleton Work History
Andrew has been registered as a financial advisor for 4 years.*
Telemus Capital, LLC
Bmo Private Bank
Bmo Harris Bank
Pinstripes
Summit Wealth Partners
Newgate Capital Partners, LLC
Jp Morgan Securities
Rollins College
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Andrew Hambleton to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Telemus Capital, LLC
Chicago, IL
Chicago, IL
Chicago, IL
Southfield, MI
Southfield, MI
Chicago, IL
Southfield, MI
Southfield, MI
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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