$268.0K Total AUM
$268.0K Disc. AUM
-- 3Y CAGR
1 Employees
7 ADV. Clients
5 yrs Firm Age
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- Custodian
- Altruist ยท Truist Bank
- Clients
- Retail
- Platforms
- --
- Established Date
- 04-08-2021
- Office Locations
- 1
Office Locations
-- Cochecton NY
About Heritage Hill Adviser
Heritage Hill Adviser is a fee-only, fiduciary RIA providing commission-free financial planning, one-time consultations, and ongoing managed accounts with customized strategies, monitoring, and portfolio adjustments. The firm serves individuals, families, and local businesses seeking transparent guidance, with portfolios primarily implemented using ETFs alongside fixed income. Managed accounts are offered through Altruist.
Team overview
34 AVG AGE
$268.0K AVG AUM / ADVISOR
$38.3K AVG AUM / CLIENT
5.3 yrs AVG TENURE
1 Employees
1 Advisory Reps
0 RIA Reps
5yrs Firm Age
Insights
Available
Available
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Available
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Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
Kienan Charles George Garn
Chief Compliance Officer
- CRD
- #7328439
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $268,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $268,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Municipal Bonds:
Available U.S. Government/Agency:
Available Corporate - Investment Grade:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Municipal Bonds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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