Garcia Hamilton & Associates LP

Garcia Hamilton & Associates LP (CRD# 108017) is a financial advisory firm headquartered in Houston, TX. They manage $16,763,702,363 in 441 accounts and serve the financial needs of clients across 16 states (or territories).

Current Firm Details
5 Houston Center, 1401 Mckinney St., Suite 1600, Houston, TX 77010
https://garciahamiltonassociates.com/
By the Numbers
  • Total Assets Under Management
    16,764
    MILLION
  • Total Number of Accounts
    441
    ACCOUNTS
  • Average Account Value
    $38,012,931
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AR, CA, DE, FL, GA, IL, IN, LA, MA, MO, NC, NJ, NY, OK, PA, TX

Financial Advisors at Garcia Hamilton & Associates LP
Showing 1 - 3 of 3 top financial advisors.
1
Jeffrey Detwiler, financial advisor Houston TX
Jeffrey D. Detwiler
CRD#: 2918482
5 Houston Center, 1401 Mckinney St., Suite 1600, Houston, TX 77010

Jeffrey Detwiler (CRD# 2918482) is an Investment Advisor Representative working at Garcia Hamilton & Associates LP in Houston, TX and has over 22 years of experience in the finance industry.

2
Gilbert Garcia, financial advisor Houston TX
Gilbert A. Garcia
CRD#: 1453249
1401 Mckinney Street, Suite 1600, Houston, TX 77010

Gilbert Garcia (CRD# 1453249) is an Investment Advisor Representative working at Garcia Hamilton & Associates LP in Houston, TX and has over 37 years of experience in the finance industry.

3
Karen Tass, financial advisor Houston TX
Karen H. Tass
CRD#: 6775732
5 Houston Center, 1401 Mckinney St., Suite 1600, Houston, TX 77010

Karen Tass (CRD# 6775732) is an Investment Advisor Representative working at Garcia Hamilton & Associates LP in Houston, TX and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Do not rely solely on the information on this page. The information may be inaccurate, incomplete or outdated. For the most accurate and up-to-date information, please search for the firm or individual on the SEC site at http://www.adviserinfo.sec.gov/IAPD/Content/Search/iapd_Search.aspx

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