Overview
Assets Under Management: $189 million
Headquarters: BIRMINGHAM, MI
High-Net-Worth Clients: 43
Average Client Assets: $3 million
Frequently Asked Questions
PALATINE HILL, 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 #305619), PALATINE HILL, LLC is subject to fiduciary duty under federal law.
PALATINE HILL, LLC is headquartered in BIRMINGHAM, MI.
PALATINE HILL, LLC serves 43 high-net-worth clients according to their SEC filing dated November 01, 2024. View client details ↓
According to their SEC Form ADV, PALATINE HILL, LLC offers financial planning, portfolio management for individuals, pension consulting services, and selection of other advisors. View all service details ↓
PALATINE HILL, LLC manages $189 million in client assets according to their SEC filing dated November 01, 2024.
According to their SEC Form ADV, PALATINE HILL, LLC 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, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 43
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 56.42
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 613
Discretionary Accounts: 613
Regulatory Filings
CRD Number: 305619
Last Filing Date: 2024-11-01 00:00:00
Website: https://palatinehillwealth.com