Watch Hill Financial Inc

RIASEC Registered
Total AUM
—
Avg account
$0
Accounts
0
Employees
2
Advisory reps
2

Firm details

Headquarters
North Chesterfield, Virginia
CRD number
343646
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees

Firm profile

FINTRX

Overview

Watch Hill Financial Inc is an individually owned advisory firm recorded as unclassified in available filings. Its fee model is flexible: the firm lists percentage-of-AUM billing alongside hourly and fixed-fee arrangements, indicating it can serve both ongoing asset-based relationships and project or consulting engagements. Available metadata flags the firm as not acting as a capital allocator and not operating as a multi-state adviser. It is not identified as an active ESG investor, a pension consultant, or a related adviser, and the firm reports an industry affiliation with an accountant.

Assets & Accounts

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

Contacts

2 of 2
  • Keith Muth

    Keith Muth

    Co-FounderCRD 2822562

  • Keith Muth

    Keith Muth

    Co-FounderCRD 7434493

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

North Chesterfield, VA

Richmond City

Location

North Chesterfield, VA

Headquartered in North Chesterfield, VA, in the South of the United States.

Region
South
County
Richmond City
Address
7501 Boulder View Dr
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth