Hamilton Joseph Advisors, LLC is a large advisory firm based in Greenville. It manages $96.77 million of regulatory assets for 302 client accounts. It has been registered with the SEC as an adviser since 2007 and has operated in the jurisdictions of North Carolina, South Carolina, and Texas.
Hamilton Joseph Advisors provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for businesses and institutional clients, and pension consulting services. It prepares financial plans for more than 100 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Hamilton Joseph Advisors, LLC is $96.77 million. The firm's AUM has gone down by -62% 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 Joseph Advisors, LLC for their services and products based on a percentage of assets under management, hourly charges, 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.
The principal office where Hamilton Joseph Advisors, LLC performs its advisory services is located at 124 Verdae Blvd, Greenville, SC 29607, which is also the mailing address of the firm. An additional office of the firm is in Bluffton, SC. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 864-288-2849 or by fax 864-288-5218. The normal business hours are 9:30am - 4:30 pm on Monday - Friday. You can find more information about the New York firm at www.hamiltonjoseph.com.