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Addis & Hill, Incorporated

● SEC registered since 2020CRD 117495SEC# 801-118276Wayne, PA
Export (members)
Reg. AUM
$218.9M
Employees
6
Accounts
416
Location
Wayne, PA

Addis & Hill, Incorporated assets under management

Addis & Hill, Incorporated is a registered investment adviser overseen by the SEC based in Wayne, PA. The firm has been registered since 2020. It reports $218.9 million in regulatory assets under management and employs 6 people.
www.linkedin.com/company/addis-&-hillView on SEC.gov ↗

Addis & Hill, Incorporated owners & executives

2 reported
NameTitleOwnershipSince
Justin J Hill ControlVice President, Secy., Treas., Chief Compliance Officer25-50%2000
Kent Russell Addis ControlPresident50-75%2000

Frequently asked questions

How much does Addis & Hill, Incorporated manage?

Addis & Hill, Incorporated reports $218.9 million in regulatory assets under management on its Form ADV.

How many employees does Addis & Hill, Incorporated have?

Addis & Hill, Incorporated reports 6 employees.

Where is Addis & Hill, Incorporated located?

Addis & Hill, Incorporated is based in Wayne, PA and has been SEC-registered since 2020.

Does Addis & Hill, Incorporated disclose fund performance?

Addis & Hill, Incorporated is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address200 W. Lancaster Ave, Suite 203, Wayne, PA 19087
Phone610-688-9500
Office hours9:00 a.m.-5: 00 p.m.
SEC regionPhiladelphia Regional Office (PLRO)
CIK2016470
Discloses disciplinary historyNo

Assets under management

Discretionary$218.9M
Non-discretionary$0
Total (RAUM)$218.9M