R
$19.7M Total AUM
$11.1M Disc. AUM
-- 3Y CAGR
1 Employees
4 ADV. Clients
38 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Pershing
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 07-01-1988
- Office Locations
- 1
Office Locations
725 Fifteenth Street, N.w. Suite 604 Washington DC
About R. Hilles Graham
R. Hilles Graham is a Washington-based RIA. The firm has been operating for 38 years. Managing $19.7M in total assets under management, with 1 advisory representatives. They custody assets with Pershing.
Team overview
-- AVG AGE
$19.7M AVG AUM / ADVISOR
$4.9M AVG AUM / CLIENT
38.1 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
38yrs Firm Age
Insights
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Asset Classes
Available
Investment Themes
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Investment Vehicles
Available
Services
Available
Owner & Executives
R
RICHARD HILLES GRAHAM
--
- CRD
- --
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $11,136,372 | -- |
| Non-Discretionary | $8,547,543 | -- |
| Total | $19,683,915 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
U.S. Government/Agency:
Available Equity - Exchange:
Available Public Funds:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| U.S. Government/Agency | Available | Available |
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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