PALATINE HILL WEALTH MANAGEMENT
Firm details
- Headquarters
- Birmingham, Michigan
- CRD number
- 305619
- Registered since
- September 26, 2019
- Website
- www.palatinehillwealth.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI55.14%
- Individuals41.94%
- Corporations / Businesses2.76%
- Charitable Organizations0.15%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Palatine Hill Wealth Management is an independent registered investment adviser structured as an LLC and SEC-registered since 2019. The firm acts as a capital allocator for both individual/family and institutional clients, offering financial planning, portfolio management for individuals and small businesses, pension consulting, and manager selection. Its fee arrangements include percentage-of-AUM billing as well as hourly and fixed-fee engagements. The adviser is not positioned as an ESG investor and is not operating as a multi-state or related adviser; it also lists an affiliation with an insurance company.
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
- Public Funds/Mutual Funds74%
- Exchange Traded Equities12%
- Other6%
- US Government Bonds3%
- State & Local Bonds3%
Owners & executives
1 of 1JEFF CHEEK
Chief Investment OfficerCRD 5581028
Contacts
3 of 3CHARLES DABROWSKI
Founder & Managing PartnerCRD 5863785
RICHARD MIDA
Senior Wealth AdvisorCRD 5810593
Paige Weymouth
Wealth AdvisorCRD 7256577
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 30Active vs passive
$115M in ETFs
89%
$103M
1%
$12.4M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF (IVV) | BlackRock | Passive | Large Blend | $38.3M | 58,678 | 33.34% |
Location
Birmingham, MI
OAKLAND
Location
Birmingham, MI
Headquartered in Birmingham, MI, anchoring the Detroit-Warren-Ann Arbor, MI metro in the Midwest.
- Metro area
- Detroit-Warren-Ann Arbor, MI
- Region
- Midwest
- County
- OAKLAND
- Address
- 148 Pierce St
- Time zone
- ET (UTC-5)
- Office locations
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