Hillier Advisors, LLC is an adviser based in Ocala. It manages $60 million of regulatory assets for 58 client accounts. It has been registered with the SEC as an adviser since 2007 and has operated in the jurisdictions of Florida, New York, and Pennsylvania.
Hillier Advisors provides portfolio management for individuals and small businesses and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Hillier Advisors, LLC is $60 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 100% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Hillier Advisors, LLC for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Hillier Advisors, LLC is owned by Michael Patrick Smorch. Jamie Beth Zink joined the executive team most recently as the Managing Director And Chief Compliance Officer.
The principal office where Hillier Advisors, LLC performs its advisory services is located at 6035 Sw 54 Th Street, Ocala, FL 34474, 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 (352) 694-3622 or by fax (352) 687-2846. The normal business hours are 9:00 a.m. to 5:00 p.m. on Monday - Friday.