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CFA
GG
CFA

Gilbert Garcia

14 Years of Experience

Gilbert Garcia is a CFA-designated registered investment advisor at Garcia Hamilton & Associates LP, based in Houston, TX, with 14 years of industry experience. Gilbert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 417 clients with $23B in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
3 advisors
Number of Clients
417 clients
Average Client Portfolio
$54.7M average
Assets Under Management
$22.8B

Fee Structure

Minimum Investment:$5M
Investment management only (planning not offered)

Garcia Hamilton & Associates manages investments for institutions, not individual investors. Therefore, investment management fees are not applicable.

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Location

1401 Mckinney Street, Suite 1600, Houston, TX, 77010

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Garcia Hamilton & Associates LP
April 2011 - Present · 15 yrs
State Registrations3 states
PATXUT
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.