CRD: 326639
Park Hill Financial Planning & Investment Management, LLC
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- Custodian
- Charles Schwab & Company · Nationwide
- Clients
- Retail
- Platforms
- Ember legacyFocus oak
- Established Date
- 07-25-2023
- Office Locations
- 1
Office Locations
About Park Hill Financial Planning & Investment Management, LLC
Park Hill Financial Planning & Investment Management is a Denver-based, independent fiduciary RIA serving families in the Park Hill and Central Park communities. The firm provides tax-efficient financial planning (project-based or ongoing) and concierge wealth management with investment management. Notable strengths include equity-compensation planning (RSUs/stock options) and coordinated tax and estate planning with clients’ CPAs and attorneys, with transparent fees not always tied to AUM.
Team overview
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Investment Themes
Investment Vehicles
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Technology
Owner & Executives
William Michael Brennan
Chief Compliance Officer, FOUNDER
- CRD
- #7001737
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $69,328,717 | -- |
| Non-Discretionary | $0 | -- |
| Total | $69,328,717 | -- |
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Separately Managed Accounts
Total SMA Asset: $69,328,717
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,672,159,150 | 24.0% |
| Equity - Exchange | $1,936,917,682 | 27.8% |
| Cash | $2,410,696,107 | 34.6% |
| Municipal Bonds | $947,556,851 | 13.6% |
| Total | $6,967,329,790 | 100.0% |