MILL HILL MANAGEMENT

RIASEC Registered
Total AUM
$5.5M
Discretionary
$5.5M
100% of AUM
Avg account
$2.8M
Accounts
2
Employees
1
Advisory reps
1

Firm details

Headquarters
SHORT HILLS, New Jersey
CRD number
331309
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Fixed Fees
Client types
  • HNWI100%
Services
Financial PlanningPortfolio Management for IndividualsSelection of Other AdvisersPublication of PeriodicalsEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Mill Hill Management operates as an independent Registered Investment Advisor (RIA) and is structured as a Limited Liability Company. The firm focuses on providing financial planning services and portfolio management primarily for individuals and families. Their investment strategy emphasizes a blend of traditional investment vehicles, including mutual funds, while they also allocate capital to third-party external alternative investment asset managers. Mill Hill Management is not an active ESG investor and does not engage in pension consulting or operate as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

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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: Cash & Cash Equivalents 76%, Exchange Traded Equities 22%, State & Local Bonds 1%, Investment Grade Corp Bonds 1%76%
  • Cash & Cash Equivalents76%
  • Exchange Traded Equities22%
  • State & Local Bonds1%
  • Investment Grade Corp Bonds1%

Owners & executives

1 of 1
  • John Fizer

    Founder and CIOCRD 6420748

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

SHORT HILLS, NJ

ESSEX

Location

SHORT HILLS, NJ

Headquartered in SHORT HILLS, NJ, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
ESSEX
Address
1200 Morris Tpke
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth