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Home > Retirement Planners > connecticut > westport > DRUM HILL CAPITAL, LLC
DRUM HILL CAPITAL, LLC
1221 Post Road East
Suite 205
Westport, Connecticut 06880-5430
Tel: 203-349-8182
About DRUM HILL CAPITAL, LLC
DRUM HILL CAPITAL, LLC, formally registered with the SEC as DRUM HILL CAPITAL, LLC. The firm was established in 03/27/2006. They have over 1 offices throughout the country.
DRUM HILL CAPITAL, LLC is a Westport, Connecticut based Financial Planning firm with nearly $169,014,763 assets under management, offering retirement planning & investment advisory services to 221 clients. The firm is staffed with 3 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 123359 |
| SEC# | 801-66446 |
| Assets Managed by Firm | $169,014,763 |
| No. of Clients | 221 |
| No. of Advisors | 3 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 221 | $169,014,763 |
| Individuals (other than high net worth individuals) | 36 | $12,995,184 |
| High net worth individuals | 38 | $156,001,261 |
| Charitable organizations | 1 | $18,318 |
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