Hamrick, Roy A. (Seattle)

Name: Hamrick, Roy A.
Address: 2033 Sixth Avenue, Seattle, WA, 98121 2567
Telephone: 206-441-9911

Hamrick, Roy A. is a large advisory firm based in Seattle. It manages $31.37 million of regulatory assets for 66 client accounts. It has been registered with the SEC as an adviser since 2004 and has operated in the jurisdictions of California and Washington.

Hamrick, Roy A provides portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and market timing services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Hamrick, Roy A: assets under management

The assets under management (AUM) of Hamrick, Roy A. is $31.37 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 19% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $31.37 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $475.25 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Hamrick, Roy A. for their services and products based on a percentage of assets under management and hourly charges. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Hamrick, Roy A.

Hamrick, Roy A. is owned by Roy A. Hamrick. Geoffrey Brant Longmeier joined the executive team most recently as the Chief Compliance Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Roy A. Hamrick	Owner	1 Jan 1988	75% - 100%	1729273
Geoffrey Brant Longmeier	Chief compliance officer	1 Jan 2004	Other	4519547

Based in Seattle

The principal office where Hamrick, Roy A. performs its advisory services is located at 2033 Sixth Avenue, Seattle, WA 98121 2567, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 206-441-9911 or by fax 206-441-9922. The normal business hours are 9 am - 5 pm on Monday - Friday. You can find more information about the New York firm at www.hamrickinvestment.com.