ADDIS & HILL, INCORPORATED

200 W. Lancaster Ave
Suite 203
Wayne, Pennsylvania 19087
Tel: 610-688-9500

About ADDIS & HILL, INCORPORATED

ADDIS & HILL, INCORPORATED, formally registered with the SEC as ADDIS & HILL, INCORPORATED. The firm was established in 03/19/2020. They have over 1 offices throughout the country.

ADDIS & HILL, INCORPORATED is a Wayne, Pennsylvania based Financial Planning firm with nearly $218,864,860 assets under management, offering retirement planning & investment advisory services to 416 clients. The firm is staffed with 6 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	117495
SEC#	801-118276
Assets Managed by Firm	$218,864,860
No. of Clients	416
No. of Advisors	6

Fee Structure

A percentage of AUM
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	416	$218,864,860
Individuals (other than high net worth individuals)	98	$49,342,189
High net worth individuals	61	$169,522,671

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