Hamilton Wealth is an investment advisor in Encino with $374.75 mm assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
822705640
SEC advisor number
801-111079
FINRA CRD number
289462
AUM ?
$451.04 mm
(as of 20 Mar 24)
Accounts
1,042
(as of 20 Mar 24)
Employees
4
(3 investment advisory or research)
Address
Hamilton Wealth
16000 VENTURA BOULEVARD, SUITE 405
ENCINO
CA 91436
16000 VENTURA BOULEVARD, SUITE 405
ENCINO
CA 91436
Phone
(747) 208-4300
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
10 Jun 24
13F-HR
Quarterly holdings report by institutional manager
12 Feb 24
13F-HR
Quarterly holdings report by institutional manager
15 Nov 23
13F-HR
Quarterly holdings report by institutional manager
14 Aug 23
13F-HR
Quarterly holdings report by institutional manager
8 May 23
13F-HR
Quarterly holdings report by institutional manager
9 Feb 23
13F-HR
Quarterly holdings report by institutional manager
2 Nov 22
13F-HR
Quarterly holdings report by institutional manager
13 Jul 22
13F-HR
Quarterly holdings report by institutional manager
4 May 22
13F-HR
Quarterly holdings report by institutional manager
14 Feb 22