R
$102.4M Total AUM
$0 Disc. AUM
-- 3Y CAGR
2 Employees
136 ADV. Clients
23 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 03-05-2003
- Office Locations
- 1
Office Locations
7 Essex Green Drive Suite 53-55 Peabody MA
About Rocky Hill Advisors Inc.
Rocky Hill Advisors is a Massachusetts-based RIA serving retail and institutional clients with investment advisory and asset management services, plus expert witness consulting. The firm focuses on portfolio construction and asset allocation, commonly using ETFs and mutual funds, including socially responsible approaches. Fidelity Investments/NFS is a key custody/service provider.
Team overview
62 AVG AGE
$102.4M AVG AUM / ADVISOR
$753.1K AVG AUM / CLIENT
23.4 yrs AVG TENURE
2 Employees
1 Advisory Reps
2 RIA Reps
23yrs Firm Age
Insights
Available
Available
Available
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Asset Classes
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
P
PETER ANTHONY FERRIERO
Advisor, Chief Compliance Officer, President
- CRD
- #1594347
- Ownership
- 75% or more
Available
Available
Available
Showing 1 of 1 owners & executives
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K
KEVIN W NUNES
Investment Advisor
- CRD
- #4597852
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $102,418,700 | $673,807 |
| Total | $102,418,700 | $673,807 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available Public Funds:
Available U.S. Government/Agency:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Public Funds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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