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Hilton Head Financial Advisors, Inc.

● SEC registered since 2006CRD 140249SEC# 801-66568Hilton Head, SC
Export (members)
Reg. AUM
$358.7M
Employees
2
Accounts
584
Location
Hilton Head, SC

Hilton Head Financial Advisors, Inc. assets under management

Hilton Head Financial Advisors, Inc. is an investment advisory firm registered with the SEC based in Hilton Head, SC. The firm has been registered since 2006. It reports $358.7 million in regulatory assets under management and employs 2 people.
View on SEC.gov ↗

Hilton Head Financial Advisors, Inc. owners & executives

2 reported
NameTitleOwnershipSince
Nathaniel Jones ControlChief Compliance OfficerOver 75%1997
Nathaniel Jones ControlPresidentOver 75%1997

Frequently asked questions

How much does Hilton Head Financial Advisors, Inc. manage?

Hilton Head Financial Advisors, Inc. reports $358.7 million in regulatory assets under management on its Form ADV.

How many employees does Hilton Head Financial Advisors, Inc. have?

Hilton Head Financial Advisors, Inc. reports 2 employees.

Where is Hilton Head Financial Advisors, Inc. located?

Hilton Head Financial Advisors, Inc. is based in Hilton Head, SC and has been SEC-registered since 2006.

Does Hilton Head Financial Advisors, Inc. disclose fund performance?

Hilton Head Financial Advisors, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address3600 Main Street, Suite 200, Hilton Head, SC 29926
Phone843-681-8300
Office hours8:30 a.m. - 5:00 p.m.
SEC regionAtlanta Regional Office (ARO)
Discloses disciplinary historyNo

Assets under management

Discretionary$348.8M
Non-discretionary$9.9M
Total (RAUM)$358.7M