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HAMILTON MANOR & ASSOCIATES
KEITH HAMILTON, INC.
CRD 155865 · SEC 801-113413
7979 IVANHOE AVE., STE 420, LA JOLLA, CA, 92037, United States
Phone
858-551-1040
Fax
858-456-2739
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$188.9M
Discretionary AUM
$63.3M
Team
5 total employees; 2 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-03-23
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)HOURLY CONSULTING
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 110 | $44.2M |
| High net worth individuals | 56 | $128.0M |
| Pension/profit sharing plans | 4 | $14.3M |
| Charitable organizations | 1 | $2.4M |
States served
CA, WA
All web addresses on file
Official SEC filing: View on IAPD