Brock Hill Wealth Management
Firm details
- Headquarters
- ,
- CRD number
- 324946
- Website
- www.brockhillwealth.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI86.67%
- Individuals13.33%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension Consulting
Firm profile
FINTRXOverview
Brock Hill Wealth Management is an independent registered investment adviser organized as a corporation that serves individual and family clients. The firm provides financial planning and discretionary portfolio management for individuals, small businesses, and institutions, and offers pension consulting services. Its fee arrangements include assets-under-management fees alongside hourly and fixed-fee engagements. The firm does not identify as an active ESG investor in the provided data.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities40%
- Other27%
- Cash & Cash Equivalents25%
- State & Local Bonds2%
- Investment Grade Corp Bonds2%
Contacts
3 of 5
Jon Duane
Founding PartnerCRD 7891206
James Potter
Investment Adviser RepresentativeCRD 7667962
Patrick Kearney
RepresentativeCRD 7871038
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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