Gatehill Financial Consulting, LLC
Firm details
- Headquarters
- ,
- CRD number
- 313072
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- HNWI100%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Gatehill Financial Consulting, LLC is a small, independent registered investment adviser focused on individualized financial planning and discretionary portfolio management for individuals and small businesses. The firm charges a mix of percentage-of-AUM fees and hourly consulting fees and operates as an owner-managed RIA rather than as a capital allocator or institutional consultant. Investment activity centers on equity exposure delivered primarily through exchange-traded instruments, and the firm does not identify as an active ESG investor. Given the client base and service model, Gatehill emphasizes personalized portfolios and planning rather than large-scale institutional solutions.
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 Equities97%
- Cash & Cash Equivalents3%
Contacts
1 of 1
James Hill
Managing MemberCRD 2123007
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations