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PALATINE HILL WEALTH MANAGEMENT
148 Pierce Street
Suite 200
Birmingham, Michigan 48009
Tel: 734-218-0085
About PALATINE HILL WEALTH MANAGEMENT
PALATINE HILL WEALTH MANAGEMENT, formally registered with the SEC as PALATINE HILL WEALTH MANAGEMENT. The firm was established in 09/26/2019. They have over 2 offices throughout the country.
PALATINE HILL WEALTH MANAGEMENT is a Birmingham, Michigan based Financial Planning firm with nearly $189,053,881 assets under management, offering retirement planning & investment advisory services to 613 clients. The firm is staffed with 5 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 305619 |
| SEC# | 801-117400 |
| Assets Managed by Firm | $189,053,881 |
| No. of Clients | 613 |
| No. of Advisors | 5 |
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
- Selection for other advisors
- Other (CONSULTING)
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 613 | $189,053,881 |
| Individuals (other than high net worth individuals) | 152 | $67,110,022 |
| High net worth individuals | 40 | $113,265,810 |
| Charitable organizations | Fewer than 5 clients | $2,844,232 |
| Corporations or other businesses | 8 | $5,833,817 |
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