George Hill Asset Management, LLC
Firm details
- Headquarters
- ,
- CRD number
- 284489
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI100%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
George Hill Asset Management, LLC is a small, equity-focused registered investment adviser that provides portfolio management for individuals and small businesses. The firm charges a percentage-of-AUM fee and runs all of its reported advisory assets on a discretionary basis. Filings indicate a clear preference for exchange-traded equities as the primary allocation vehicle, with mutual funds and corporate debt used as complementary building blocks. The firm does not position itself as an ESG investor and appears to operate as a single-owner, unclassified adviser serving a handful of individual and family clients. Given the size of its client base, the adviser’s model is likely hands-on and tailored rather than productized at scale.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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 Equities100%
Owners & executives
1 of 1George Hill
Managing Member And Chief Compliance OfficerCRD 2720961
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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