Hamilton & Bache Inc (Glendale)

Name: Hamilton & Bache Inc
Address: 206 N Jackson Street, Glendale, CA, 91206
Telephone: 818-241-5066

Hamilton & Bache Inc is a large advisory firm based in Glendale. It manages $113.36 million of regulatory assets for 329 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of California and Texas.

Hamilton & Bache provides portfolio management for individuals and small businesses. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Hamilton & Bache: assets under management

The assets under management (AUM) of Hamilton & Bache Inc is $113.36 million. The firm's AUM has grown by 0% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $108.92 million in discretionary accounts and $4.44 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $355.95 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $193.04 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Hamilton & Bache Inc for their services and products based on a percentage of assets under management and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Hamilton & Bache Inc

Mary Norwood Hamilton has been acting as President since 1 Sep 1992. John Hamilton Bair joined the executive team most recently as the Director.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Mary Norwood Hamilton	President	1 Sep 1992	75% - 100%	1059389
Hudson Thomas Bair	Director	1 Sep 2000	Other	4344711
John Hamilton Bair	Director	1 Jun 2001	Other	4425647

Based in Glendale

The principal office where Hamilton & Bache Inc performs its advisory services is located at 206 N Jackson Street, Glendale, CA 91206, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 818-241-5066 or by fax 818-241-8687. The normal business hours are 8:00am - 4:30pm on Monday - Friday. You can find more information about the New York firm at hamiltonandbache.com.