Jordan
Wintrich

Hamilton Capital

CRD#7375328
Investment Advisor
in Columbus, OH

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About this Advisor

Jordan Wintrich is a financial advisor based in Columbus, Ohio, working with Hamilton Capital. Jordan has previously held positions at Hamilton Capital, LLC, Ferris State University, Polaris Financial Partners, Nate's Deck Service, Alliance Beverage Distributing, and Forest Hills Central High School. Jordan has passed the Series 65 regulatory exam and is registered to provide services in Ohio. Currently, Jordan is part of Hamilton Capital, which operates out of Columbus, Ohio. The firm has 1 office and 79 employees. The firm manages assets totaling $4.2 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for institutional clients, pension consulting services, and selection of other advisers. The fee structure at Hamilton Capital includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for investment companies, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

5025 Arlington Centre Blvd Suite 300
Columbus, OH 43220

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Hamilton Capital Brokerage Details

Total Assets Under Management

$4,219,857,272

OH Average: $2,106,341,625
Total Number of Employees

79

OH Average: 34
Total Number of Accounts

8,483

OH Average: 1,972
Average Account Size

$497,449

OH Average: $1,068,125

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers

Jordan Wintrich Work History

2022 - Present (3 years)

Hamilton Capital, LLC

2021 - 2021 (< 1 year)

Polaris Financial Partners

2020 - 2020 (< 1 year)

Nate'S Deck Service

2018 - 2022 (4 years)

Ferris State University

2015 - 2020 (5 years)

Alliance Beverage Distributing

2013 - 2018 (5 years)

Forest Hills Central High School

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Disclosures

Please visit the SEC profile of Jordan Wintrich 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 Hamilton Capital

Jill Raderstorf
Columbus, OH
Daniel Harkin
Columbus, OH
Logan Miller
Columbus, OH
Eric Brehm
Columbus, OH
Christopher Archer
Columbus, OH
Courtney Saddler
Columbus, OH
Adria Rosebrock
Columbus, OH
Anna Schiffbauer
Columbus, OH

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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