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.
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 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. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Hamrick, Roy A. is owned by Roy A. Hamrick. Geoffrey Brant Longmeier joined the executive team most recently as the Chief Compliance Officer.
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.