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Home > Retirement Planners > connecticut > westport > ALPINE HILL ADVISORS LLC
ALPINE HILL ADVISORS LLC
1 Turkey Hill Road South
Suite 204
Westport, Connecticut 06880
Tel: (203) 429-0406
About ALPINE HILL ADVISORS LLC
ALPINE HILL ADVISORS LLC, formally registered with the SEC as ALPINE HILL ADVISORS LLC. The firm was established in 03/24/2023. They have over 1 offices throughout the country.
ALPINE HILL ADVISORS LLC is a Westport, Connecticut based Financial Planning firm with nearly $158,419,859 assets under management, offering retirement planning & investment advisory services to 106 clients. The firm is staffed with 3 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 325412 |
| SEC# | 801-127515 |
| Assets Managed by Firm | $158,419,859 |
| No. of Clients | 106 |
| No. of Advisors | 3 |
Fee Structure
- A percentage of AUM
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 106 | $158,419,859 |
| Individuals (other than high net worth individuals) | 17 | $3,868,896 |
| High net worth individuals | 23 | $154,550,963 |
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