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Hamilton Point Investment Advisors, Llc
Chapel Hill, North Carolina
Hamilton Point Investment Advisors, LLC is a leading local investment advisory firm based out of Chapel Hill, NC. With over 40 individual clients, they have amassed an impressive $793,115,000 in assets under management. As a firm that solely manages discretionary assets, Hamilton Point Investment Advisors caters to a clientele consisting mainly of high net worth individuals.
The company operates from two offices and boasts a team of nine dedicated employees, with seven of them providing expert investment advisory services. Each investment advisor at Hamilton Point manages an average of approximately $113,300,000 in assets under t...see more
Assets Under Mgmt
$793.11M
Investment Professionals
7
Locations
1
% 401K & Individual
% Discretionary
Compensation Structure
- A percentage of assets under your management
Services Provided Section
- Financial Planning Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
Reviews for Hamilton Point Investment Advisors, Llc
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