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Building 2DRUM HILL CAPITAL, LLC

Map pinWESTPORT, CT
Phone203-349-8182
NotebookSEC #801-66446
Total AUM
$194.3M
Employees
3
Clients
73

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1221 POST ROAD EAST
SUITE 205
WESTPORT
CT 06880-5430
United States
Operating Hours
9:00AM TO 5:00PM
Monday - Friday
Phone
203-349-8182

ReceiptFinancials

Total AUM
$194.3M
Accounts
210
Discretionary
$171.6M
Accounts
187
Non-Discretionary
$22.7M
Accounts
23

ContactClients

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Individual Clients
29
AUM
$9.1M
HNW Individual Clients
43
AUM
$185.2M
Charitable Organization Clients
1
AUM
$18.5K

Briefcase businessServices

View ADV Part 2 brochures →

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

Shield checkCompliance

Disclosures

None reported

State Registrations
CTMANHNYTX

HandshakeAffiliates

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

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