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George Hill Asset Management, LLC

Updated today

Client AUM

$3,780,000

Clients

3

Advisors

1

of 1 employees

About

George Hill Asset Management is a solo registered investment adviser that provides discretionary and non‑discretionary portfolio management and investment advice to individual clients, with an emphasis on high‑net‑worth individuals rather than non‑HNW retail clients. The firm charges asset‑based advisory fees and advises on common securities such as equities, corporate debt, certificates of deposit, mutual funds and ETFs, and provides IRA rollover guidance where appropriate.

The firm tailors strategies to each client’s objectives and risk tolerance, employing both fundamental and technical (charting) analysis and using long‑ and short‑term positions and occasional more active trading when suitable. Accounts are monitored on an ongoing basis with at least annual reviews, and the adviser generally requires clients to maintain custody with a recommended institutional custodian.

Noteworthy distinctions include a very small client base and total assets under management relative to peers, with only a few client relationships privately managed. The firm’s managing member discloses prior client dispute matters from 1999–2003 that resulted in a settlement and an award, and the adviser’s directed‑brokerage/custody arrangement with its chosen custodian is disclosed as a potential conflict of interest.

Client services

Portfolio management

Expertise

Active portfolio management

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Fee options

Percentage

$0 - $499,999.99: 2.00% $500,000 - $999,999.99: 1.50% $1,000,000+: 1.00%

Other

Account minimum: $150,000

Main office

Indio CA

Advisors at this office

1

Most active in

California · Oregon

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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