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Garcia Hamilton & Associates Review

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The following automated report was generated using SEC and FINRA data and was last updated on June 1st, 2020*. For data support, email "support@investor.com". Firms that receive a 4.5 or 5-star rating are considered Trusted by investor.com. Learn more.

Garcia Hamilton & Associates, registered in 1998, is a Registered Investment Advisor (RIA) in 16 state(s) with a licensed staff of 3 advisors. Garcia Hamilton & Associates manages $15.0 billion and provides investment advisory services for 406 clients (1:136 advisor/client ratio).

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Firm Information Value
Overall Rating
Advisors Directory View Directory
Avg Advisor Years Registered 9
Minimum Investment $5,000,000
Average Client Balance $36,939,240
Total AUM $15.0 billion
Advisor / Client Ratio 1:136
Headquarters Houston, TX
SEC Filings View SEC IAPD CRD #108017
State(s) Registered AR, CA, DE, FL, GA, IL, IN, LA, MA, MO, NJ, NY, NC, OK, PA, TX


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*SEC data last verified 06/01/2020. For the most up-to-date information, please view the applicable SEC and FINRA reports above. By visiting these sites, you are subject to their terms of use (IAPD, BrokerCheck). Any data inaccuracies, please contact our team. All requests for updated information should also be reported directly to the SEC and/or FINRA.


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