Great Hill Advisory
Great Hill Advisory is an SEC-registered wealth manager in Port Washington, NY with $218.4M assets under management (AUM, regulatory AUM), +22% over one year. See who owns Great Hill Advisory: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 283228, SEC 801-120689, data through 2026-06-17.
- AUM (assets under management / regulatory AUM)
- $218.4M (2026-06-17)
- Firm type
- Wealth Manager
- Location
- Port Washington, NY
- Employees
- 8
- Clients
- 118
- CRD
- 283228
- Ownership
- PETERSON, COREY, HENRY
How much AUM does Great Hill Advisory have?
Great Hill Advisory reported $218.4M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-06-17).
Who owns Great Hill Advisory?
Disclosed owners and executives of Great Hill Advisory include PETERSON, COREY, HENRY. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.