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Building 2HILLMAN CAPITAL MANAGEMENT INC

Map pinBETHESDA, MD
Phone240-744-4500
NotebookSEC #801-57921
Total AUM
$195.9M
Employees
7
Clients
185

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
7255 WOODMONT AVENUE
SUITE 260
BETHESDA
MD 20814
United States
Operating Hours
9:00 A.M. TO 5:00 P.M.
Monday - Friday
Phone
240-744-4500

ReceiptFinancials

Total AUM
$195.9M
Accounts
185
Discretionary
$195.9M
Accounts
185
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
117
AUM
$24.9M
HNW Individual Clients
61
AUM
$67.4M
Investment Company Clients
1
AUM
$93.5M
Pension/Profit Sharing Plan Clients
3
AUM
$2.8M
Corporation or Business Clients
3
AUM
$7.3M

Briefcase businessServices

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Services Offered
Company Portfolio ManagementIndividual Portfolio ManagementInstitutional Portfolio ManagementOther Services
Other Services
MODEL PROVIDER TO ENVESTNET, SMARTX, ADHESION, FOLIODYNAMIX, LPL, ADVYZON, VESTMARK PLATFORMS
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CAFLMDNYOHPATXUTVA

HandshakeAffiliates

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

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