CRD: 140249
Hilton Head Financial Advisors, Inc.
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- Custodian
- Bank OF America · Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 05-30-2006
- Office Locations
- 1
Office Locations
About Hilton Head Financial Advisors, Inc.
Hilton Head Area Council of Estate & Financial Advisors (CEFA) is a Hilton Head, SC professional estate-planning council affiliated with the National Association of Estate Planning Councils. It provides public-facing estate planning education, a directory of local CPAs, attorneys, financial services, insurance, and trust professionals, and a Speakers’ Bureau. Membership is nomination-based and can help meet requirements for the Accredited Estate Planner (AEP) designation.
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Investment Themes
Investment Vehicles
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Owner & Executives
NATHANIEL BROWN PALMER JONES
Chief Compliance Officer, President
- CRD
- #2926843
- Ownership
- 75% or more
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $364,709,580 | $637,604 |
| Non-Discretionary | $10,402,586 | $1,040,259 |
| Total | $375,112,166 | $644,523 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
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