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David R James

HAMILTON ROBINSON LLC·STAMFORD, Connecticut
Unclaimed Profile
301 TRESSER BOULEVARD, STAMFORD, CT 06901CRD# 6588216Firm CRD# 162590
01

About

David R James is a registered financial advisor based in STAMFORD, Connecticut, affiliated with HAMILTON ROBINSON LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
03

Firm Overview

Firm
HAMILTON ROBINSON LLC
HAMILTON ROBINSON LLC
AUM
$369M
Regulatory assets under management
Employees
11
Total firm employees
View all advisors at HAMILTON ROBINSON LLC →
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 6588216
Firm CRD# 162590
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does David R James offer?
David R James specializes in Retirement Planning. Contact their office in STAMFORD, Connecticut for a consultation.
What are David R James's credentials?
David R James is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is David R James located?
David R James is based in STAMFORD, Connecticut, working with HAMILTON ROBINSON LLC. Their office serves clients in the STAMFORD metropolitan area and surrounding communities.
How does David R James charge for services?
David R James'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 HAMILTON ROBINSON LLC?
HAMILTON ROBINSON LLC has approximately 11 employees and manages $369M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Connecticut
GREENWICH (1150)WESTPORT (338)HARTFORD (225)DARIEN (222)NORWALK (134)
City Guides
GREENWICH GuideWESTPORT GuideHARTFORD GuideDARIEN GuideNORWALK Guide
Research
Advisor Fees in ConnecticutNational Fee Analysis
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