Hiller George M Companies LLC (Atlanta)


Hiller George M Companies LLC is a large advisory firm based in Atlanta. It manages $131.02 million of regulatory assets for 1,037 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Alabama, Arkansas, California, and 9 other states.

Hiller George M Companies provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for businesses and institutional clients, pension consulting services, and selection of other advisers. It prepares financial plans for more than 50 clients. On top of advisory services, the firm doesn't engage in other business activities.

Hiller George M Companies: assets under management

The assets under management (AUM) of Hiller George M Companies LLC is $131.02 million. The firm's AUM has grown by 38% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $113.23 million in discretionary accounts and $17.79 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $128.38 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $114.79 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Hiller George M Companies LLC for their services and products based on a percentage of assets under management, hourly charges, fixed fees, and performance-based 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.

Based in Atlanta

The principal office where Hiller George M 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 5:00pm on Monday - Friday. You can find more information about the New York firm at www.georgehiller.com.