George M. Hiller Companies, LLC (Atlanta)

Name: George M. Hiller Companies, LLC
Address: 1110 Monarch Plaza, Atlanta, GA, 30326
Telephone: 404-365-0222

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.

George M. Hiller Companies: assets under management

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 firm manages $108.72 million in discretionary accounts and $28.15 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $196.61 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $255.9 thousand.

George M. Hiller Companies has custody of $49.15 million in cash and securities for 136 clients in total but doesn’t act as a qualified custodian.

Investments

The firm invests in investment and business development companies the most. They account for 68% of the total AUM. The second-largest asset type is exchange traded securities, which make up 25% of the firm’s portfolio. Investments in cash and cash equivalents form 6% of the total invested assets.

Fees & Commissions

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. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients George M. Hiller Companies serves?

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.

Careers at George M. Hiller Companies, LLC

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.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
George Mew Hiller	Chief compliance officer/managing member	1 Jan 1985	75% - 100%	1087767

Based in Atlanta

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.