James Evon Hamlett (Henderson)

James Evon Hamlett is an adviser based in Henderson. It manages $12.5 million of regulatory assets for 47 client accounts. It has been registered with the SEC as an adviser since 2007.

James Evon Hamlett provides portfolio management for individuals and small businesses. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

James Evon Hamlett: assets under management

The assets under management (AUM) of James Evon Hamlett is $12.5 million, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.

The firm manages $12.5 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $265.96 thousand each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay James Evon Hamlett for their services and products based on a percentage of assets under management. 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.

Based in Henderson

The principal office where James Evon Hamlett performs its advisory services is located at 1415 Peace Street, Henderson, NC 27536, 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 252-492-6649 or by fax 252-492-6649. The normal business hours are 9:30am-4:00pm on Monday - Friday.

James Evon Hamlett (Henderson)

James Evon Hamlett: assets under management

Fees & Commissions

Based in Henderson

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