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Home > Retirement Planners > florida > naples > ANDREW HILL INVESTMENT ADVISORS, INC.
ANDREW HILL INVESTMENT ADVISORS, INC.
4089 Tamiami Trail North
Suite A203
Naples, Florida 34103
Tel: 239-450-3999
About ANDREW HILL INVESTMENT ADVISORS, INC.
ANDREW HILL INVESTMENT ADVISORS, INC, formally registered with the SEC as ANDREW HILL INVESTMENT ADVISORS, INC. The firm was established in 06/17/2021. They have over 1 offices throughout the country.
ANDREW HILL INVESTMENT ADVISORS, INC. is a Naples, Florida based Financial Planning firm with nearly $222,252,154 assets under management, offering retirement planning & investment advisory services to 487 clients. The firm is staffed with 4 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 141590 |
| SEC# | 801-121563 |
| Assets Managed by Firm | $222,252,154 |
| No. of Clients | 487 |
| No. of Advisors | 4 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 487 | $222,252,154 |
| Individuals (other than high net worth individuals) | 164 | $42,618,420 |
| High net worth individuals | 53 | $150,131,989 |
| Pension and profit sharing plans | 2 | $3,464,235 |
| Charitable organizations | 1 | $937,337 |
| Corporations or other businesses | 7 | $13,540,668 |
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