Overview
Assets Under Management: $2.9 billion
Headquarters: GARDEN CITY, NY
High-Net-Worth Clients: 7
Average Client Assets: $37 million
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Companies, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 7
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 8.93
Average High-Net-Worth Client Assets: $37 million
Total Client Accounts: 1,288
Discretionary Accounts: 1,222
Non-Discretionary Accounts: 66
Regulatory Filings
CRD Number: 116357
Filing ID: 1993379
Last Filing Date: 2025-06-11 10:03:00
Website: https://hiltoncm.com