Hamilton Point Investment Advisors Revenue
Investment Management • 
Chapel Hill, North Carolina, United States • 11-20 Employees
Hamilton Point Investment Advisors revenue & valuation
| Annual revenue | $7,031,506 |
| Revenue per employee | $541,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Investment Management industry and current estimated revenues | $22,600,000 |
| Total funding | No funding |
Key Contacts at Hamilton Point Investment Advisors
Nathan Byrd
Director Of Wealth Management
Rick Woods
Chief Executive Officer
Shannon Thomas Wardlaw
Director
Company overview
| Headquarters | 100 Europa Drive, Suite 425, Chapel Hill, North Carolina 27517, US |
| Phone number | +19196363765 |
| Website | |
| NAICS | 5231 |
| SIC | 621 |
| Founded | 2007 |
| Employees | 11-20 |
| Socials |
Hamilton Point Investment Advisors Email Formats
Hamilton Point Investment Advisors uses 2 email formats. The most common is {first initial}{last name} (e.g., jdoe@hamiltonpoint.com), used 69.2% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}{last name} | jdoe@hamiltonpoint.com | 69.2% |
{first name}{last name} | johndoe@hamiltonpoint.com | 30.8% |
About Hamilton Point Investment Advisors
Hamilton Point manages all aspects of client wealth from the investment approach to coordination of complex tax, retirement and estate planning. We believe clients deserve to work with an independent, fiduciary advisor who can explain what is owned in their investment portfolios and why they own it. This not only helps them meet investment objectives in a transparent manner, but also helps give them confidence in the investments they own – even when markets are volatile. Hamilton Point focuses on quality in everything we do, while putting the client at the center of how we operate. We have a boutique, personal approach to serving clients and believe we have the scale, expertise and experience to offer sophisticated investment advice and wealth planning. Hamilton Point manages hundreds of millions in assets – instead of trillions – allowing us to be highly-selective in our investment decisions. Our rigorous in-house research and screening criteria focus on companies’ growth prospects, competitive positioning and valuation, meaning we invest in high-quality companies that operate in a diversified set of healthy global industries. We build endowment-style portfolios primarily with individually-purchased stocks and bonds. Our methodology has been tested throughout market cycles for more than 20 years. We are investment professionals, not salespeople, and we intentionally operate the business as such. Our phones are answered by a person familiar with client accounts, not a machine, and senior team members are available to promptly and thoroughly address questions and concerns. We offer meticulous service, employing the same high-quality standards in all facets of our business. Our boutique model is powerful.
Employees by Management Level
Total employees: 11-20
Seniority
Employees
Employees by Department
Hamilton Point Investment Advisors has 3 employees across 3 departments.
Departments
Number of employees
Funding Data
Hamilton Point Investment Advisors has never raised funding before.
Hamilton Point Investment Advisors Tech Stack
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