CRD: 314359
Hill AND Labarre Wealth Management
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Interactive Brokers
- Clients
- Retail
- Platforms
- --
- Established Date
- 04-28-2021
- Office Locations
- 2
Office Locations
About Hill AND Labarre Wealth Management
HILL AND LABARRE Wealth Management is a retail-focused investment advisor serving entrepreneurs with financial planning and portfolio management, including tax planning, insurance planning, and business-succession support. The firm emphasizes active management, asset allocation, and risk management, using ETFs and other equities alongside cash and derivatives; custody is held at Interactive Brokers.
Team overview
Insights
Asset Classes
Client Personas
Investment Themes
Investment Vehicles
Services
Owner & Executives
Donald T Hill Jr.
Financial Analyst, Managing Member
- CRD
- #7361050
- Ownership
- 50% but less than 75%
Kyle Jeremy LaBarre
Chief Compliance Officer
- CRD
- #7361246
- Ownership
- 25% but less than 50%
Showing 2 of 3 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 3 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $252,894 | -- |
| Non-Discretionary | $0 | -- |
| Total | $252,894 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - OTC | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Derivatives | Available | Available |
| Total | Available | Available |
Continue browsing