Joseph
Hamlin
Wedge Capital Management Llp
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About this Advisor
Joseph Hamlin is a financial advisor based in Charlotte, North Carolina, working with Wedge Capital Management Llp. Joseph has previously held positions at Wedge Capital Management L.L.P and Ernst & Young Llp. Joseph has passed the Series 65 regulatory exam and is registered to provide services in North Carolina. Currently, Joseph is part of Wedge Capital Management Llp, which operates out of Charlotte, North Carolina. The firm has 26 employees and manages assets totaling $7.6 billion. The firm serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and portfolio management for institutional clients. The fee structure at Wedge Capital Management Llp includes asset-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Wedge Capital Management Llp Brokerage Details
$7,583,000,000
26
234
$32,405,983
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
Joseph Hamlin Work History
Wedge Capital Management L.L.P
Ernst & Young Llp
Disclosures
Please visit the SEC profile of Joseph Hamlin 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 Wedge Capital Management Llp
Charlotte, NC
Charlotte, NC
Charlotte, NC
Charlotte, NC
Charlotte, NC
Charlotte, NC
Charlotte, NC
Charlotte, NC
The content in this profile was updated by SmartAsset on 6/19/2024. 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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