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.
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 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. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Mary Norwood Hamilton has been acting as President since 1 Sep 1992. John Hamilton Bair joined the executive team most recently as the Director.
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.