Overview
Assets Under Management: $503 million
Headquarters: CHAPEL HILL, NC
High-Net-Worth Clients: 179
Average Client Assets: $2 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection, Educational Seminars
Clients
Number of High-Net-Worth Clients: 179
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 73.67
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 1,771
Discretionary Accounts: 1,771
Regulatory Filings
CRD Number: 283014
Filing ID: 2008508
Last Filing Date: 2025-08-27 10:30:00
Website: https://hilltopwa.com