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Hamilton Wright Helmer

STRATEGY CAPITAL LLC·LOS ALTOS, California
Unclaimed Profile
1 FIRST STREET, LOS ALTOS, CA 94022-2756CRD# 4619430Firm CRD# 169007
01

About

Hamilton Wright Helmer is a registered financial advisor based in LOS ALTOS, California, affiliated with STRATEGY CAPITAL LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Retirement Planning
Client Types
Institutional Investors
Pension & Retirement Plans
03

Firm Overview

Firm
STRATEGY CAPITAL LLC
STRATEGY CAPITAL LLC
AUM
$921M
Regulatory assets under management
Employees
6
Total firm employees
View all advisors at STRATEGY CAPITAL LLC →
Services
Portfolio management (pooled investments)
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 4619430
Firm CRD# 169007
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Hamilton Wright Helmer offer?
Hamilton Wright Helmer specializes in Investment Management, Retirement Planning. Contact their office in LOS ALTOS, California for a consultation.
What are Hamilton Wright Helmer's credentials?
Hamilton Wright Helmer is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Hamilton Wright Helmer located?
Hamilton Wright Helmer is based in LOS ALTOS, California, working with STRATEGY CAPITAL LLC. Their office serves clients in the LOS ALTOS metropolitan area and surrounding communities.
How does Hamilton Wright Helmer charge for services?
Hamilton Wright Helmer's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is STRATEGY CAPITAL LLC?
STRATEGY CAPITAL LLC has approximately 6 employees and manages $921M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at STRATEGY CAPITAL LLC

John Clark Rutherford
LOS ALTOS, CA

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Research
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