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ADDIS & HILL, INCORPORATED

CRD 117495 · SEC 801-118276

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200 W. LANCASTER AVE, SUITE 203, WAYNE, PA, 19087, United States

Phone

610-688-9500

Fax

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Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$254.0M

Discretionary AUM

$254.0M

Team

6 total employees; 3 advisory reps; 5 broker-dealer reps

Clients

51-100

Fees

Percentage of AUM; Fixed fees

Org form

Corporation

Filing date

2026-04-08

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Selection of other advisers

Client types

TypeClientsAUM
Individuals86$46.5M
High net worth individuals73$206.5M

States served

PA, TX

All web addresses on file

Official SEC filing: View on IAPD