Overview
Assets Under Management: $343 million
Headquarters: GAITHERSBURG, MD
High-Net-Worth Clients: 109
Average Client Assets: $2.5 million
Frequently Asked Questions
CARMICHAEL HILL & ASSOCIATES INC 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 #105213), CARMICHAEL HILL & ASSOCIATES INC is subject to fiduciary duty under federal law.
CARMICHAEL HILL & ASSOCIATES INC is headquartered in GAITHERSBURG, MD.
CARMICHAEL HILL & ASSOCIATES INC serves 109 high-net-worth clients according to their SEC filing dated March 28, 2024. View client details ↓
According to their SEC Form ADV, CARMICHAEL HILL & ASSOCIATES INC offers financial planning, portfolio management for individuals, pension consulting services, and educational seminars and workshops. View all service details ↓
CARMICHAEL HILL & ASSOCIATES INC manages $343 million in client assets according to their SEC filing dated March 28, 2024.
According to their SEC Form ADV, CARMICHAEL HILL & ASSOCIATES INC serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Educational Seminars
Clients
Number of High-Net-Worth Clients: 109
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 78.60%
Average Client Assets: $2.5 million
Total Client Accounts: 893
Discretionary Accounts: 893
Regulatory Filings
CRD Number: 105213
Filing ID: 1830971
Last Filing Date: 2024-03-28 13:34:00