Unclaimed Profile

Alonso Munoz

HAMILTON CAPITAL PARTNERS, LLC·ATLANTA, Georgia

Series 63, Series 65Clean record8 years registeredHAMILTON CAPITAL PARTNERS, LLC

3400 PEACHTREE ROAD, NE, ATLANTA, GA 30326CRD# 6838112Firm CRD# 314344

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Alonso Munoz · ATLANTA, GA

Registration

CRD #6838112 · HAMILTON CAPITAL PARTNERS, LLC · 8 years registered

Brand Profile

Not yet started

Career History

HAMILTON CAPITAL PARTNERS, LLC

May 2021 – present

HAMILTON INVESTMENT COUNSEL, LLC

Aug 2017 – May 2021

DACULA, GA

Registrations & Exams

FINRA examinations passed

Series 63

Series 65

Registration record

First registered · August 18, 2017

Years registered · 8

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

HAMILTON CAPITAL PARTNERS, LLC

CRD 314344 · SEC 801-121245

AUM

$216M

Regulatory assets under management

Employees

293 client accounts

Services offered by HAMILTON CAPITAL PARTNERS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at HAMILTON CAPITAL PARTNERS, LLC →

Introduction

Speak with Alonso

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Alonso is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in ATLANTA?

Browse all registered financial advisors in ATLANTA, Georgia or claim this profile if it's yours.

Browse ATLANTA Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Alonso Munoz offer?

Alonso Munoz specializes in Financial Planning, Investment Management. Contact their office in ATLANTA, Georgia for a consultation.

What are Alonso Munoz's credentials?

Alonso Munoz is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Alonso Munoz located?

Alonso Munoz is based in ATLANTA, Georgia, working with HAMILTON CAPITAL PARTNERS, LLC. Their office serves clients in the ATLANTA metropolitan area and surrounding communities.

How does Alonso Munoz charge for services?

Alonso Munoz's firm is compensated through percentage of aum, hourly charges, subscription fees, other: general consulting. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is HAMILTON CAPITAL PARTNERS, LLC?

HAMILTON CAPITAL PARTNERS, LLC has approximately 3 employees and manages $216M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →