George M. Hiller Companies, LLC is a large advisory firm based in Atlanta. It manages $136.87 million of regulatory assets for 663 client accounts. It has been registered with the SEC as an adviser since 2011 and has operated in the jurisdictions of Alabama, California, Florida, and 5 other states.
George M. Hiller Companies provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, pension consulting services, selection of other advisers, and publication of newsletters. It prepares financial plans for more than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of George M. Hiller Companies, LLC is $136.87 million. The firm's AUM has gone down by -11% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay George M. Hiller Companies, LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to individuals, charitable organizations, and high net worth individuals. The largest group of clients of George M. Hiller Companies is high net worth individuals with 140 clients and $95.15 million of assets under management. Among the 10 most similar advisory firms, George M. Hiller Companies has the 5th highest percentage of high net worth individuals out of all clients.
The amount of regulatory assets under management is $136.87 million for 663 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.
George M. Hiller Companies doesn't advise any private funds.
The company employs 5 people that are either part- or full-time employees. 100 percent of the employees work as investment advisers or researchers. 5 employees are registered as investment adviser representatives with the state securities authorities.
There’s a single person with the role of looking for and bringing in new clients on behalf of the firm. The firm compensates employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
The principal office where George M. Hiller Companies, LLC performs its advisory services is located at 1110 Monarch Plaza, Atlanta, GA 30326, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 404-365-0222 or by fax 404-365-0565. The normal business hours are 9:00am to 4:00pm on Monday - Friday. You can find more information about the New York firm at georgehiller.com.