|
⚲
|
| DH Hill Advisors Inc
✚
| |
|---|---|
| CRD # | 116324 |
| SEC # | 801-115203 |
| CIK # | |
| AUM | $173.5 MM (2024-03-27) |
| Employees | 21 (81% Investors, 86% Brokers) |
| Phone | 832-644-1852 |
| Address | 1543 Green Oak Place Kingwood, TX 77339 |
| Source | [IAPD] [Website] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 520 | 59.9 |
| (b) Individuals (high net worth individuals) | 71 | 96.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 17 | 17.5 |
| Total | 837 | 173.5 |
| By Discretionary | ||
| Discretionary | 780 | 169.3 |
| Non-Discretionary | 57 | 4.2 |
| Total | 837 | 173.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 173.5 | |
| Total | 837 | 173.5 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Approach Retirement Advisors LLC
✚
|
AL | 0.2 |
|
The Holben Group LLC
✚
|
CO | 0.2 |
|
WD Rutherford LLC
✚
|
OR | 0.2 |
|
Keene & Associates Inc
✚
|
TX | 0.2 |
|
Sunstate Wealth Management LLC
✚
|
FL | 0.2 |
|
Robinson Value Management Ltd
✚
|
TX | 0.2 |
|
Brown Wealth Management LLC
✚
|
IL | 0.2 |
|
Terraform Wealth LLC
✚
|
TX | 0.2 |
|
Kohlhepp Investment Advisors Ltd
✚
|
PA | 0.2 |
|
ACME Jack Investments LLC
✚
|
OH | 0.2 |