Park Hill Financial Planning & Investment Management, LLC
Firm details
- Headquarters
- ,
- CRD number
- 326639
- Website
- www.parkhillfp.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI97.31%
- Individuals2.69%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Park Hill Financial Planning & Investment Management, LLC is an independent, individually owned RIA that focuses on serving individuals and families. The firm acts as a capital allocator and provides comprehensive financial planning, portfolio management for individuals and small businesses, and the selection of other advisers. Its fee arrangements include percentage-of-AUM billing as well as hourly and fixed-fee engagements. The firm does not identify as an active ESG investor and is not reported as a multi-state adviser or pension consultant.
Assets & Accounts
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
- Public Funds/Mutual Funds61%
- Exchange Traded Equities29%
- State & Local Bonds5%
- Cash & Cash Equivalents5%
Contacts
1 of 1
William Brennan
Founder & Principal AdvisorCRD 7001737
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
Similar firms
Locke Asset Management
RIAWellspring Financial, LLC
RIAVictory Wealth Management, LLC
RIAReedley, CA
Abry Partners, LLC
RIABoston, MA
Tanaka Capital Management Inc
RIAGreenwich, CT
Prosperitus Wealth Advisors
RIACoral Springs, FL