H
$15.0M Total AUM
$0 Disc. AUM
-- 3Y CAGR
1 Employees
8 ADV. Clients
24 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท Hilltop Securities
- Clients
- Retail
- Platforms
- --
- Established Date
- 06-18-2002
- Office Locations
- 1
Office Locations
-- SAN Francisco CA
About Hilltop Advisors, LLC
Hilltop Advisors, LLC is a SAN Francisco-based RIA. The firm has been operating for 24 years. Managing $15.0M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company and Hilltop Securities.
Team overview
-- AVG AGE
$15.0M AVG AUM / ADVISOR
$1.9M AVG AUM / CLIENT
1.1 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
24yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Client Personas
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
MICHAEL THOMAS COHOLAN
Chief Compliance Officer, Managing Member
- CRD
- #1797923
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $15,000,000 | $2,282,083 |
| Total | $15,000,000 | $2,282,083 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available Corporate - Investment Grade:
Available Corporate - Non-Investment Grade:
Available Municipal Bonds:
Available U.S. Government/Agency:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Corporate - Non-Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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