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Building 2BOSTON HILL ADVISORS, LLC

Map pinNORTH ANDOVER, MA
Phone877-227-0847
NotebookSEC #801-67048
Total AUM
$988.3M
Employees
20
Clients
1,113

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
100 ANDOVER BYPASS STREET
SUITE 201
NORTH ANDOVER
MA 01845
United States
Operating Hours
8:30 AM - 4:30 PM
Monday - Friday
Phone
877-227-0847
Other Offices
2

ReceiptFinancials

Total AUM
$988.3M
Accounts
3,383
Discretionary
$948.3M
Accounts
2,948
Non-Discretionary
$40M
Accounts
435

ContactClients

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Individual Clients
831
AUM
$319.2M
HNW Individual Clients
270
AUM
$633.8M
Pension/Profit Sharing Plan Clients
9
AUM
$17.6M
Charitable Organization Clients
1
AUM
$4.4M
Government Entity Clients
1
AUM
$10.9M
Corporation or Business Clients
1
AUM
$2.3M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther Services
Other Services
PROVIDE EDUCATIONAL SEMINARS RELATING TO FINANCIAL PLANNING.
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures
Dismissed Civil Action (Settlement)
State Registrations
CACTFLMAMENCNHNJNYOHPARISCTXVA

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.

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