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PALATINE HILL WEALTH MANAGEMENT
PALATINE HILL, LLC
CRD 305619 · SEC 801-117400
148 PIERCE STREET, SUITE 200, BIRMINGHAM, MI, 48009, United States
Phone
734-218-0085
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$295.9M
Discretionary AUM
$293.8M
Team
5 total employees; 4 advisory reps
Clients
101-250
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-02-26
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisersCONSULTING
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 233 | $124.1M |
| High net worth individuals | 46 | $163.2M |
| Corporations/business entities | 9 | $8.2M |
States served
CA, IN, MI, NY, PA, TX, NH, FL
All web addresses on file
Official SEC filing: View on IAPD