Guard Hill Advisors LLC

RIASEC Registered
Total AUM
$81.4M
Discretionary
$81.4M
100% of AUM
Avg account
$5.4M
Accounts
15
Employees
1
Advisory reps
1

Firm details

Headquarters
,
CRD number
153393
Custodians
NATIONAL FINANCIAL SERVICES LLC, NATIONAL FINANCIAL SERVICES LLC, NATIONAL FINANCIAL SERVICES LLC, NATIONAL FINANCIAL SERVICES LLC
Fee structure
Percentage of AUM
Client types
  • HNWI96.72%
  • Individuals3.28%
Services
Portfolio Management for Individuals

Firm profile

FINTRX

Overview

Guard Hill Advisors LLC is a small, equity-focused registered investment adviser that provides fee-based portfolio management to individuals and families, including small-business owners. The firm operates as an LLC under individual ownership and concentrates on discretionary management, with a stated preference for exchange-traded equities. It is not positioned as a multi-state or pension consultant adviser, and it does not identify as an active ESG investor. Investment activity centers on liquid, publicly traded equity exposure as the portfolio core, while the firm also uses select third-party alternative managers to complement that core. Advisory services emphasize personalized portfolio management rather than institutional consulting or broad multi-product distribution.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 95%, Cash & Cash Equivalents 5%95%
  • Exchange Traded Equities95%
  • Cash & Cash Equivalents5%

Contacts

1 of 1
  • Scott Vallar

    PresidentCRD 2447309

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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Location

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Headquartered in , null.

Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth