Watch Hill Advisors, LLC
Firm details
- Headquarters
- New York, New York
- CRD number
- 159994
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- Individuals100%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Watch Hill Advisors, LLC is an independent registered investment adviser organized as an LLC that provides portfolio management for individuals and small businesses on a percentage-of-AUM fee basis. The firm serves individual and family clients rather than institutions and does not present itself as an ESG-focused allocator or a multi-state advisory platform. Its business model centers on discretionary portfolio management rather than pension consulting or multi-adviser structures.
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
- Public Funds/Mutual Funds57%
- Exchange Traded Equities23%
- Cash & Cash Equivalents20%
Contacts
1 of 1Stephanie Dearmont
PresidentCRD 1990249
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
New York, NY
New York
Location
New York, NY
Headquartered in New York, NY, 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
- New York
- Address
- 630 5th Ave
- Time zone
- ET (UTC-5)
- Office locations
Similar firms
Brazen Capital, LLC
RIANew York, NY
Aspire Wealth Advisory Group, LLC
RIANew York, NY
CT Investment Management Co, LLC
RIANew York, NY
Spartan Capital Private Wealth Management LLC
RIANew York, NY
Revolut Wealth Inc.
RIANew York, NY
Next Pronto Capital Advisors
RIANew York, NY