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Gerald Edwin Newman

HAMILTON WEALTH, LLC·ENCINO, California
Unclaimed Profile
16000 VENTURA BOULEVARD, ENCINO, CA 91436CRD# 5032301Firm CRD# 289462
01

About

Gerald Edwin Newman is a registered financial advisor based in ENCINO, California, affiliated with HAMILTON WEALTH, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Wealth Management
Fee-Only Advisory
Client Types
Individuals
03

Firm Overview

Firm
HAMILTON WEALTH, LLC
HAMILTON WEALTH, LLC
AUM
$451M
Regulatory assets under management
Employees
4
Total firm employees
View all advisors at HAMILTON WEALTH, LLC →
Services
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 5032301
Firm CRD# 289462
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Gerald Edwin Newman offer?
Gerald Edwin Newman specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in ENCINO, California for a consultation.
What are Gerald Edwin Newman's credentials?
Gerald Edwin Newman is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Gerald Edwin Newman located?
Gerald Edwin Newman is based in ENCINO, California, working with HAMILTON WEALTH, LLC. Their office serves clients in the ENCINO metropolitan area and surrounding communities.
How does Gerald Edwin Newman charge for services?
Gerald Edwin Newman's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is HAMILTON WEALTH, LLC?
HAMILTON WEALTH, LLC has approximately 4 employees and manages $451M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in California
SAN FRANCISCO (3797)LOS ANGELES (2042)MENLO PARK (796)SAN DIEGO (729)PALO ALTO (715)
City Guides
SAN FRANCISCO GuideLOS ANGELES GuideMENLO PARK GuideSAN DIEGO GuidePALO ALTO Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
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