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  5. HAMILTON ADVISORS, INC.

HAMILTON ADVISORS, INC.

Company Details

Entity Name: HAMILTON ADVISORS, INC.
Jurisdiction: Connecticut
Legal type: Stock
Citizenship: Domestic
Status: Active
Sub status: Annual report due
Date Formed: 30 Dec 1980
Business ALEI: 0113043
Annual report due: 30 Dec 2025
NAICS code: 523940 - Portfolio Management and Investment Advice
Business address: 373 STANWICH ROAD, GREENWICH, CT, 06830, United States
Mailing address: 373 STANWICH ROAD, GREENWICH, CT, United States, 06830
ZIP code: 06830
County: Fairfield
Place of Formation: CONNECTICUT
Total authorized shares: 1000
E-Mail: djh@hamiltonadvisors.com

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
HAMILTON ADVISORS INC. PROFIT SHARING PLAN 2023 061058383 2024-03-05 HAMILTON ADVISORS INC. 2
File View Page
Three-digit plan number (PN) 002
Effective date of plan 1991-01-01
Business code 541219
Sponsor’s telephone number 2036291112
Plan sponsor’s address 373 STANWICH ROAD, GREENWICH, CT, 06830

Signature of
Role Plan administrator
Date 2024-02-26
Name of individual signing DEBORAH HAMILTON
Valid signature Filed with authorized/valid electronic signature
HAMILTON ADVISORS INC. PROFIT SHARING PLAN 2022 061058383 2023-07-13 HAMILTON ADVISORS INC. 2
File View Page
Three-digit plan number (PN) 002
Effective date of plan 1991-01-01
Business code 541219
Sponsor’s telephone number 2036291112
Plan sponsor’s address 373 STANWICH ROAD, GREENWICH, CT, 06830

Signature of
Role Plan administrator
Date 2023-07-11
Name of individual signing DEBORAH HAMILTON
Valid signature Filed with authorized/valid electronic signature
HMILTON ADVISORS INC. PROFIT SHARING PLAN 2021 061058383 2022-06-21 HAMILTON ADVISORS INC. 2
File View Page
Three-digit plan number (PN) 002
Effective date of plan 1991-01-01
Business code 541219
Sponsor’s telephone number 2036291112
Plan sponsor’s address 373 STANWICH ROAD, GREENWICH, CT, 06830

Signature of
Role Plan administrator
Date 2022-06-17
Name of individual signing DEBORAH HAMILTON
Valid signature Filed with authorized/valid electronic signature
HAMILTON ADVISORS INC. PROFIT SHARING PLAN 2020 061058383 2021-06-14 HAMILTON ADVISORS INC. 2
File View Page
Three-digit plan number (PN) 002
Effective date of plan 1991-01-01
Business code 541219
Sponsor’s telephone number 2036291112
Plan sponsor’s address 373 STANWICH ROAD, GREENWICH, CT, 06830

Signature of
Role Plan administrator
Date 2021-06-14
Name of individual signing DEBORAH HAMILTON
Valid signature Filed with authorized/valid electronic signature
HAMILTON ADVISORS INC. PROFIT SHARING PLAN 2019 061058383 2020-04-27 HAMILTON ADVISORS INC. 2
File View Page
Three-digit plan number (PN) 002
Effective date of plan 1991-01-01
Business code 541219
Sponsor’s telephone number 2036291112
Plan sponsor’s address 373 STANWICH ROAD, GREENWICH, CT, 06830

Signature of
Role Plan administrator
Date 2020-04-23
Name of individual signing DEBORAH HAMILTON
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2020-04-23
Name of individual signing DEBORAH HAMILTON
Valid signature Filed with authorized/valid electronic signature
HAMILTON ADVISORS INC. PROFIT SHARING PLAN 2018 061058383 2019-07-12 HAMILTON ADVISORS INC. 2
File View Page
Three-digit plan number (PN) 002
Effective date of plan 1991-01-01
Business code 541219
Sponsor’s telephone number 2036291112
Plan sponsor’s address 373 STANWICH ROAD, GREENWICH, CT, 06830

Signature of
Role Plan administrator
Date 2019-07-12
Name of individual signing DEBORAH HAMILTON
Valid signature Filed with authorized/valid electronic signature
HAMILTON ADVISORS INC. PROFIT SHARING PLAN 2017 061058383 2018-07-18 HAMILTON ADVISORS INC. 2
File View Page
Three-digit plan number (PN) 002
Effective date of plan 1991-01-01
Business code 541219
Sponsor’s telephone number 2036291112
Plan sponsor’s address 373 STANWICH ROAD, GREENWICH, CT, 06830

Signature of
Role Plan administrator
Date 2018-07-18
Name of individual signing DEBORAH HAMILTON
Valid signature Filed with authorized/valid electronic signature
HAMILTON ADVISORS INC. PROFIT SHARING PLAN 2016 061058383 2017-07-20 HAMILTON ADVISORS INC. 2
File View Page
Three-digit plan number (PN) 002
Effective date of plan 1991-01-01
Business code 541219
Sponsor’s telephone number 2036291112
Plan sponsor’s address 373 STANWICH ROAD, GREENWICH, CT, 06830

Signature of
Role Plan administrator
Date 2017-07-20
Name of individual signing DEBORAH J HAMILTON
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2017-07-20
Name of individual signing DEBORAH J HAMILTON
Valid signature Filed with authorized/valid electronic signature
HAMILTON ADVISORS INC. PROFIT SHARING PLAN 2015 061058383 2016-04-27 HAMILTON ADVISORS INC. 2
File View Page
Three-digit plan number (PN) 002
Effective date of plan 1991-01-01
Business code 541219
Sponsor’s telephone number 2036291112
Plan sponsor’s address 373 STANWICH ROAD, GREENWICH, CT, 06830

Signature of
Role Plan administrator
Date 2016-04-21
Name of individual signing DEBORAH J HAMILTON
Valid signature Filed with authorized/valid electronic signature
HAMILTON ADVISORS INC. PROFIT SHARING PLAN 2014 061058383 2015-07-02 HAMILTON ADVISORS INC. 2
File View Page
Three-digit plan number (PN) 002
Effective date of plan 1991-01-01
Business code 541219
Sponsor’s telephone number 2036291112
Plan sponsor’s address 373 STANWICH ROAD, GREENWICH, CT, 06830

Signature of
Role Plan administrator
Date 2015-06-25
Name of individual signing DEBORAH J HAMILTON
Valid signature Filed with authorized/valid electronic signature

Agent

Name Role Business address Mailing address Phone E-Mail Residence address
Deborah Hamilton Agent 373 STANWICH ROAD, GREENWICH, CT, 06830, United States 373 STANWICH ROAD, GREENWICH, CT, 06830, United States +1 203-921-5893 djh@hamiltonadvisors.com 373 STANWICH ROAD, GREENWICH, CT, 06830, United States

Officer

Name Role Business address Residence address
J. BROCK HAMILTON Officer 373 STANWICH ROAD, GREENWICH, CT, 06830, United States 12 HUCKLEBERRY LANE, RIDGEFIELD, CT, 06877, United States
DEBORAH J. HAMILTON Officer 373 STANWICH ROAD, GREENWICH, CT, 06830, United States 373 STANWICH ROAD, GREENWICH, CT, 06830, United States

Filing

Filing number Filing date Effective date Filing category Filing type Report year
BF-0012281116 2024-12-02 No data Annual Report Annual Report No data
BF-0011384760 2023-12-07 No data Annual Report Annual Report No data
BF-0010855543 2022-12-06 No data Annual Report Annual Report No data
BF-0009908880 2022-07-06 No data Annual Report Annual Report No data
BF-0009420222 2022-06-13 No data Annual Report Annual Report 2020
0006677848 2019-11-12 No data Annual Report Annual Report 2019
0006281326 2018-11-21 No data Annual Report Annual Report 2018
0005978113 2017-12-04 No data Annual Report Annual Report 2017
0005705542 2016-11-29 No data Annual Report Annual Report 2016
0005507306 2016-03-08 No data Annual Report Annual Report 2015

Related by officers

No related officers

Related by address

No related companies by address

Date of last update: 06 Jan 2025

Sources: Connecticut's Official State Website

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