HAMILTON-BATES INVESTMENT RESEARCH, INC.

NEWTOWN SQUARE, Pennsylvania·2 registered advisors·CRD# 114127

SEC# 801-60463610-355-1970

01

Firm Overview

AUM

$33M

Regulatory assets under management

Employees

1

Total firm employees

Advisors

2

Registered representatives

02

Services & Fees

Advisory Services

Portfolio management (individuals)

Selection of other advisers

Compensation

Percentage of AUM

03

Specialties

Investment Management Wealth Management Fee-Only Advisory

04

Advisors at HAMILTON-BATES INVESTMENT RESEARCH, INC.

2 registered advisors

Alan David Bates

NEWTOWN SQUARE, Pennsylvania

Richard Elwood Hamilton

NEWTOWN SQUARE, Pennsylvania

05

Office Locations

NEWTOWN SQUARE, Pennsylvania

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Data sourced from SEC Form ADV filings. HAMILTON-BATES INVESTMENT RESEARCH, INC. (CRD# 114127) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.