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- Custodian
- Fidelity/NFS · LPL Financial · Morgan Stanley
- Clients
- Retail
- Platforms
- Element radial
- Established Date
- 03-24-2023
- Office Locations
- 1
Office Locations
About Alpine Hill Advisors LLC
Alpine Hill Advisors is a boutique, independent fiduciary RIA in Westport, CT serving exceptional families and business owners/entrepreneurs with hands-on wealth management. The firm combines financial/wealth planning (tax, estate, charitable and insurance considerations) with portfolio construction and risk management, using ETFs, mutual funds and fixed income with selective alternatives (e.g., private equity/real estate). Custody includes Fidelity/NFS.
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Owner & Executives
BRANDON THOMAS PACILIO
Chief Compliance Officer, Director, Managing Partner
- CRD
- #5836773
- Ownership
- 75% or more
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David Scott Heiss
Advisor
- CRD
- #1429489
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $114,540,048 | $665,931 |
| Non-Discretionary | $0 | -- |
| Total | $114,540,048 | $665,931 |
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Separately Managed Accounts
Total SMA Asset: $114,540,048
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $168,084,330 | 6.1% |
| Corporate - Investment Grade | $457,409,815 | 16.6% |
| Municipal Bonds | $418,833,083 | 15.2% |
| Equity - Exchange | $432,610,487 | 15.7% |
| Corporate - Non-Investment Grade | $311,369,332 | 11.3% |
| U.S. Government/Agency | $256,259,716 | 9.3% |
| Cash | $327,902,217 | 11.9% |
| Other | $383,011,832 | 13.9% |
| Total | $2,755,480,812 | 100.0% |