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Home > Retirement Planners > new jersey > atlantic highlands > MOUNTAIN HILL INVESTMENT PARTNERS
MOUNTAIN HILL INVESTMENT PARTNERS
726 Kings Highway East
Atlantic Highlands, New Jersey 07716
Tel: 732-291-3188
About MOUNTAIN HILL INVESTMENT PARTNERS
MOUNTAIN HILL INVESTMENT PARTNERS, formally registered with the SEC as MOUNTAIN HILL INVESTMENT PARTNERS. The firm was established in 04/03/2015. They have over 1 offices throughout the country.
MOUNTAIN HILL INVESTMENT PARTNERS is a Atlantic Highlands, New Jersey based Financial Planning firm with nearly $343,000,000 assets under management, offering retirement planning & investment advisory services to 170 clients. The firm is staffed with 3 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 175187 |
| SEC# | 801-85192 |
| Assets Managed by Firm | $343,000,000 |
| No. of Clients | 170 |
| No. of Advisors | 3 |
Fee Structure
- A percentage of AUM
- Hourly charges
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pesnsion consulting services
- Education seminars/workshops
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 170 | $343,000,000 |
| Individuals (other than high net worth individuals) | 65 | $18,000,000 |
| High net worth individuals | 95 | $150,000,000 |
| Pension and profit sharing plans | 10 | $175,000,000 |
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