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CARMICHAEL HILL & ASSOCIATES INC

18 East Diamond Ave
Gaithersburg, Maryland 20877
Tel: 301-217-9300

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About CARMICHAEL HILL & ASSOCIATES INC

CARMICHAEL HILL & ASSOCIATES INC, formally registered with the SEC as CARMICHAEL HILL & ASSOCIATES INC. The firm was established in 01/13/1989. They have over 1 offices throughout the country.

CARMICHAEL HILL & ASSOCIATES INC is a Gaithersburg, Maryland based Financial Planning firm with nearly $276,878,279 assets under management, offering retirement planning & investment advisory services to 917 clients. The firm is staffed with 5 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#105213
SEC#801-34173
Assets Managed by Firm$276,878,279
No. of Clients917
No. of Advisors5

Fee Structure

  • A Percentage of AUM
  • Hourly charges
  • Fixed Fees

Advisory Services Provided

  • Financial Planning
  • Portfolio Management for Individuals
  • Pension Consulting Services
  • Educational Seminars/ Workshops

Firm Client Information

No. of ClientsAUM
Firm Total917$276,878,279
Individuals (other than high net worth individuals)100$34,786,568
High net worth individuals89$209,616,943
Pension and profit sharing plans9$19,510,338
Charitable organizationsFewer than 5 clients$12,964,430

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