18 East Diamond Ave
Gaithersburg, Maryland 20877
Tel: 301-217-9300
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.
SEC Current Status | Approved |
---|---|
Firm CRD# | 105213 |
SEC# | 801-34173 |
Assets Managed by Firm | $276,878,279 |
No. of Clients | 917 |
No. of Advisors | 5 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 917 | $276,878,279 |
Individuals (other than high net worth individuals) | 100 | $34,786,568 |
High net worth individuals | 89 | $209,616,943 |
Pension and profit sharing plans | 9 | $19,510,338 |
Charitable organizations | Fewer than 5 clients | $12,964,430 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$1,506,538,334,571 | 3783 | 3722 | |
$165,475,690,648 | 62 | 114 | |
$98,298,071,437 | 22302 | 629 | |
$53,251,436,325 | 121 | 98 | |
$34,265,560,279 | 498 | 154 |
Explore More Retirement Advisors in Gaithersburg, Maryland