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Building 2GREAT HILL ADVISORY

Map pinPORT WASHINGTON, NY
Phone516-500-1248
NotebookSEC #801-120689
Total AUM
$218.4M
Employees
8
Clients
118

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
174 MAIN ST.
PORT WASHINGTON
NY 11050
United States
Operating Hours
9AM - 6PM
Monday - Friday
Phone
516-500-1248

ReceiptFinancials

Total AUM
$218.4M
Accounts
391
Discretionary
$218.4M
Accounts
391
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
49
AUM
$15.1M
HNW Individual Clients
67
AUM
$198.9M
Charitable Organization Clients
2
AUM
$4.4M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Other FeeCharges Percentage AUM
Other Compensation
FEE'S BASED ON NET WORTH

Shield checkCompliance

Disclosures

None reported

State Registrations
CAMANY

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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