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Building 2HILL COUNTRY GROUP

Map pinBOERNE, TX
Phone830-815-2000
NotebookSEC #801-122675
Total AUM
$175.5M
Employees
6
Clients
413

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2 SPENCER ROAD
SUITE 102
BOERNE
TX 78006
United States
Operating Hours
8AM - 5PM
BY APPOINTMENT ONLY
Phone
830-815-2000

ReceiptFinancials

Total AUM
$175.5M
Accounts
879
Discretionary
$172.7M
Accounts
874
Non-Discretionary
$2.8M
Accounts
5

ContactClients

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Individual Clients
358
AUM
$46.1M
HNW Individual Clients
49
AUM
$96.9M
Charitable Organization Clients
1
AUM
$623.9K
Corporation or Business Clients
5
AUM
$31.9M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
TX

HandshakeAffiliates

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

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