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Home > Retirement Planners > pennsylvania > wayne > ADDIS & HILL, INCORPORATED
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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