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- Custodian
- Charles Schwab & Company · JP Morgan · Merrill Lynch
- Clients
- Retail
- Platforms
- Available
- Established Date
- 05-06-2022
- Office Locations
- 1
Office Locations
About Global Hill Wealth Advisors LLC
Global Hill Wealth Advisors is a Connecticut-based RIA providing personalized financial planning and portfolio strategies that integrate retirement, tax, insurance, and estate planning for individuals and families, including business owners and entrepreneurs. The firm emphasizes asset allocation using ETFs and mutual funds and can incorporate alternative investments; it commonly custodies at Charles Schwab and leverages Morningstar research.
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Investment Themes
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Owner & Executives
MANSOOR AHMAD
Chief Compliance Officer, PRINCIPAL
- CRD
- #6214397
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $727,850 | -- |
| Non-Discretionary | $111,720 | -- |
| Total | $839,570 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Private Funds | Available | Available |
| Public Funds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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