Overview
Assets Under Management: $988 million
Headquarters: NORTH ANDOVER, MA
High-Net-Worth Clients: 270
Average Client Assets: $2.3 million
Frequently Asked Questions
BOSTON HILL ADVISORS, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #141306), BOSTON HILL ADVISORS, LLC is subject to fiduciary duty under federal law.
BOSTON HILL ADVISORS, LLC is headquartered in NORTH ANDOVER, MA.
BOSTON HILL ADVISORS, LLC serves 270 high-net-worth clients according to their SEC filing dated March 30, 2023. View client details ↓
According to their SEC Form ADV, BOSTON HILL ADVISORS, LLC offers financial planning, portfolio management for individuals, portfolio management for institutional clients, and selection of other advisors. View all service details ↓
BOSTON HILL ADVISORS, LLC manages $988 million in client assets according to their SEC filing dated March 30, 2023.
According to their SEC Form ADV, BOSTON HILL ADVISORS, LLC serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 270
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 64.13%
Average Client Assets: $2.3 million
Total Client Accounts: 3,383
Discretionary Accounts: 2,948
Non-Discretionary Accounts: 435
Regulatory Filings
CRD Number: 141306
Filing ID: 1721904
Last Filing Date: 2023-03-30 11:29:00