Global Hill Wealth Advisors LLC

RIASEC 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, privately owned registered investment adviser organized as an LLC that serves individual and family clients. The firm provides financial planning and portfolio management for individuals and small businesses and charges fees on a mix of percentage-of-AUM, hourly, and fixed-fee arrangements. Filings indicate it is not a capital allocator, is not positioned as a multi-state adviser, and does not identify as an active ESG investor. The SEC registration year is not listed in the provided data.

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%

Contacts

1 of 1
  • Mansoor Ahmad

    Mansoor Ahmad

    Wealth Advisor, FounderCRD 6214397

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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Location

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Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth