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MOUNTAIN HILL INVESTMENT PARTNERS
CRD 175187 · SEC 801-85192
724 KINGS HIGHWAY EAST, ATLANTIC HIGHLANDS, NJ, 07716, United States
Phone
732-291-3188
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$539.0M
Discretionary AUM
$359.5M
Team
4 total employees; 3 advisory reps
Clients
11-25
Fees
Percentage of AUM; Hourly charges
Org form
Corporation
Filing date
2026-05-01
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 107 | $42.7M |
| High net worth individuals | 48 | $316.8M |
| Pension/profit sharing plans | 19 | $179.5M |
States served
LA, NJ, NY, TX
All web addresses on file
Official SEC filing: View on IAPD