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Building 2ADDIS & HILL, INCORPORATED

Map pinWAYNE, PA
Phone610-688-9500
NotebookSEC #801-118276
Total AUM
$254M
Employees
6
Clients
160

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
200 W. LANCASTER AVE
SUITE 203
WAYNE
PA 19087
United States
Operating Hours
9:00 A.M.-5: 00 P.M.
Monday - Friday
Phone
610-688-9500

ReceiptFinancials

Total AUM
$254M
Accounts
412
Discretionary
$254M
Accounts
412
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
86
AUM
$46.5M
HNW Individual Clients
73
AUM
$206.5M
Corporation or Business Clients
1
AUM
$966.3K

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
PATX

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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