MOUNTAIN HILL INVESTMENT PARTNERS

RIASEC RegisteredEst. 2015

Total AUM

$539M

Discretionary

$360M

67% of AUM

Avg account

$1.6M

Accounts

328

Employees

Advisory reps

Firm details

Headquarters: Atlantic Highlands, New Jersey
CRD number: 175187
Registered since: April 3, 2015
Website: www.mhipartners.com
Custodians: NATIONAL FINANCIAL SERVICES LLC, ASCENSUS TRUST, CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges
Client types: HNWI58.78%
Pension & Profit Sharing Plans33.31%
Individuals7.91%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Mountain Hill Investment Partners is an independent, individually owned registered investment adviser that began SEC registration in 2015. The firm serves both individual/family and institutional clients and describes itself as a capital allocator. Its advisory offering spans financial planning, portfolio management for individuals, small businesses and institutions, pension consulting services, and educational seminars or workshops. Fee arrangements include a percentage-of-AUM model alongside hourly charges. The firm is not identified as an active ESG investor.