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- Custodian
- Charles Schwab & Company · Goldman Sachs · JP Morgan
- Clients
- Retail
- Platforms
- --
- Established Date
- 11-21-2024
- Office Locations
- 1
Office Locations
About Mill Hill Management
Mill Hill Management provides financial markets education and wealth management industry intelligence alongside advisory services. Offerings include a Personal CIO engagement that pairs high-touch education with behavioral-finance insights, a Private Office family-office style advisory relationship, and advisor vetting/due diligence to help investors evaluate advice and incentives. The firm also maintains an Investing Library of curated white papers, essays, and visual frameworks for objective market analysis.
Team overview
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Client Personas
Investment Themes
Investment Vehicles
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Owner & Executives
John Patrick Fizer
Chief Compliance Officer, Chief Investment Officer, FOUNDER
- CRD
- #6420748
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $5,500,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $5,500,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $5,500,000
| Asset class | Assets | Assets % |
|---|---|---|
| Cash | $392,768,608 | 24.4% |
| Equity - Exchange | $669,638,282 | 41.6% |
| Corporate - Investment Grade | $344,477,386 | 21.4% |
| Municipal Bonds | $202,823,133 | 12.6% |
| Total | $1,609,707,409 | 100.0% |