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- Custodian
- Charles Schwab & Company · Fidelity/NFS · Trust Company OF America
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 10-24-1996
- Office Locations
- 14
Office Locations
About D.h. Hill Advisors, Inc.
D.H. Hill Wealth Management is a three-entity platform built to support independent representatives: D.H. Hill Securities (FINRA broker-dealer) for traditional and alternative investments, D.H. Hill Advisors (SEC-registered RIA) providing fee-based investment management and financial guidance, and D.H. Hill Insurance Services offering access to multiple vetted IMOs for annuity and insurance solutions. Open-architecture lets reps self-manage or use in-house/third-party managers.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Owner & Executives
DANNY HAROLD HILL
Chief Compliance Officer, Chief Executive Officer, TREASURER
- CRD
- #1012712
- Ownership
- 75% or more
JOHN CHARLES BRICKHOUSE
Chief Investment Officer, President
- CRD
- #3070533
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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NOOR SIRAJ AMIRALI
--
- CRD
- #3062220
LAWRENCE JOSEPH BEDARD
--
- CRD
- #2300509
Signal timber
Unison signal delta
- CRD
- #21032
Showing 2 of 18 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $197,840,595 | $215,983 |
| Non-Discretionary | $28,554,969 | $1,297,953 |
| Total | $226,395,564 | $241,360 |
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Separately Managed Accounts
Total SMA Asset: $226,395,564
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $222,437,900 | 14.6% |
| Public Funds | $210,249,522 | 13.8% |
| Cash | $403,740,023 | 26.5% |
| Municipal Bonds | $542,382,824 | 35.6% |
| Corporate - Investment Grade | $144,736,989 | 9.5% |
| Total | $1,523,547,258 | 100.0% |