Overview
Assets Under Management: $128 million
High-Net-Worth Clients: 14
Average Client Assets: $9.2 million
Frequently Asked Questions
D.P. HILL & CO. 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 #106394), D.P. HILL & CO. is subject to fiduciary duty under federal law.
D.P. HILL & CO. serves 14 high-net-worth clients according to their SEC filing dated February 09, 2018. View client details ↓
According to their SEC Form ADV, D.P. HILL & CO. offers portfolio management for individuals. View all service details ↓
D.P. HILL & CO. manages $128 million in client assets according to their SEC filing dated February 09, 2018.
According to their SEC Form ADV, D.P. HILL & CO. serves high-net-worth individuals. View client details ↓
Services Offered
Services: Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 14
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 100.00%
Average Client Assets: $9.2 million
Total Client Accounts: 22
Discretionary Accounts: 17
Non-Discretionary Accounts: 5
Regulatory Filings
CRD Number: 106394
Filing ID: 1171314
Last Filing Date: 2018-02-09 20:14:00