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GREAT HILL ADVISORY
GREAT HILL ADVISORY LTD.
CRD 283228 · SEC 801-120689
174 MAIN ST., PORT WASHINGTON, NY, 11050, United States
Phone
516-500-1248
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$218.4M
Discretionary AUM
$218.4M
Team
8 total employees; 2 advisory reps
Clients
101-250
Fees
Percentage of AUM; Fixed fees; FEE'S BASED ON NET WORTH
Org form
Corporation
Filing date
2026-06-17
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisersEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 49 | $15.1M |
| High net worth individuals | 67 | $198.9M |
| Charitable organizations | 2 | $4.4M |
States served
CA, MA, NY
All web addresses on file
Official SEC filing: View on IAPD