Bills Asset Management
Firm details
- Headquarters
- ,
- CRD number
- 114520
- Website
- www.billsasset.com
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM
- Client types
- HNWI52.38%
- Individuals46.78%
- Charitable Organizations0.84%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Bills Asset Management is an independent registered investment adviser organized as a partnership that serves both individual and family clients as well as institutional accounts. The firm combines portfolio management and financial planning services with an insurance brokerage capability. Its client work is fee-based on a percentage of assets under management, and it does not present itself as a multi-state or ESG-focused adviser. Bills Asset Management was recognized by FA Magazine as one of its Top RIA Firms in 2020.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities58%
- Public Funds/Mutual Funds39%
- Cash & Cash Equivalents3%
Contacts
2 of 2
Carter Bills
Co-Portfolio ManagerCRD 6815852
Sam Bills
PresidentCRD 4554774
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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