Guard Hill Advisors LLC
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
FINTRXOverview
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
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 Equities95%
- Cash & Cash Equivalents5%
Contacts
1 of 1Scott Vallar
PresidentCRD 2447309
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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