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Building 2MOUNTAIN HILL INVESTMENT PARTNERS

Map pinATLANTIC HIGHLANDS, NJ
Phone732-291-3188
NotebookSEC #801-85192
Total AUM
$539M
Employees
4
Clients
174

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
724 KINGS HIGHWAY EAST
ATLANTIC HIGHLANDS
NJ 07716
United States
Operating Hours
7:30AM - 6:00PM
Monday - Friday
Phone
732-291-3188

ReceiptFinancials

Total AUM
$539M
Accounts
328
Discretionary
$359.5M
Accounts
309
Non-Discretionary
$179.5M
Accounts
19

ContactClients

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Individual Clients
107
AUM
$42.7M
HNW Individual Clients
48
AUM
$316.8M
Pension/Profit Sharing Plan Clients
19
AUM
$179.5M

Briefcase businessServices

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Services Offered
EducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
LANJNYTX

HandshakeAffiliates

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

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