Global Hill Wealth Advisors LLC

RIAState Registered
Total AUM
$840K
Discretionary
$728K
87% of AUM
Avg account
$93.3K
Accounts
9
Employees
1
Advisory reps
1

Firm details

Headquarters
,
CRD number
316075
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees
Client types
  • Individuals100%
Services
Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

Global Hill Wealth Advisors LLC is an independent, individually owned RIA that serves primarily individuals and families. Its advisory work focuses on financial planning and discretionary portfolio management for individuals and small businesses. The firm charges clients via a mix of percentage-of-AUM fees plus hourly and fixed-fee arrangements, and it does not list ESG investing as an active focus. The firm is not structured as a capital allocator; its business model centers on direct client advisory rather than running funds or acting as a multi-manager platform.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 50%, US Government Bonds 10%, Investment Grade Corp Bonds 10%, Public Funds/Mutual Funds 10%, Private Funds 10%, Cash & Cash Equivalents 10%50%
  • Exchange Traded Equities50%
  • US Government Bonds10%
  • Investment Grade Corp Bonds10%
  • Public Funds/Mutual Funds10%
  • Private Funds10%

Owners & executives

FINTRX

Contacts

FINTRX

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

, null

Location

, null

Headquartered in , null.

Office locations

Similar firms