Jill Doryce Hollander (Berkeley)

Name: Jill Doryce Hollander
Address: 2608 Ninth Street, Berkeley, CA, 94710
Telephone: 510-849-4667

Jill Doryce Hollander is a large advisory firm based in Berkeley. It manages $75.71 million of regulatory assets for 398 client accounts. It has been registered with the SEC as an adviser since 2006 and has operated in the jurisdiction of California.

Jill Doryce Hollander provides financial planning services and portfolio management for individuals and small businesses. It prepares financial plans for more than 25 clients. On top of advisory services, the firm doesn't engage in other business activities.

Jill Doryce Hollander: assets under management

The assets under management (AUM) of Jill Doryce Hollander is $75.71 million, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.

The firm manages $75.71 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $190.23 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Jill Doryce Hollander 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.

Careers at Jill Doryce Hollander

Jill Doryce Hollander has been acting as President since 1 Jan 2006. Brian Pon joined the executive team most recently as the Financial Advisor.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Jill Doryce Hollander	President/chief compliance officer	1 Jan 2006	75% - 100%	2379715
Brian Pon	Financial advisor	1 Jan 2006	Other	5088203

Based in Berkeley

The principal office where Jill Doryce Hollander performs its advisory services is located at 2608 Ninth Street, Berkeley, CA 94710, which is also the mailing address of the firm. An additional office of the firm is in San Rafael, CA. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 510-849-4667 or by fax 510-644-2112. The normal business hours are 9:00 a.m. - 4:30 p.m. on Monday - Friday. You can find more information about the New York firm at www.financialconnections.com.