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Building 2HILLTOP WEALTH ADVISORS, LLC

Map pinCHAPEL HILL, NC
Phone(919) 401-1500
NotebookSEC #801-107408
Total AUM
$635.5M
Employees
15
Clients
588

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
6340 QUADRANGLE DRIVE
SUITE 100
CHAPEL HILL
NC 27517
United States
Operating Hours
8:00 AM - 5:00 PM
Monday - Friday
Phone
(919) 401-1500

ReceiptFinancials

Total AUM
$635.5M
Accounts
1,968
Discretionary
$635.5M
Accounts
1,968
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
341
AUM
$122.3M
HNW Individual Clients
245
AUM
$512.8M
Charitable Organization Clients
1
AUM
$152.8K
Corporation or Business Clients
1
AUM
$366.2K

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLGANCNYSCTXVA

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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