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PALATINE HILL, LLC

UUIDe12a37f7-0de7-526f-87bd-c625df27bc7e
TypeASSET_MANAGER
Status
Created2025-10-23 02:23:54
Updated2025-10-23 02:23:54

Available Loaders

Identifiers

AuthorityIdentifierDisplayAs OfConfidence
adv_crd 305619 305619 1.0
sec_file_number 801-117400 801-117400

Profile

Websitehttp://www.palatinehillwealth.com/
HQ CityBIRMINGHAM
HQ StateMI
HQ CountryUnited States
AUM (USD)
AUM As OfNone
Aliases:
  • PALATINE HILL WEALTH MANAGEMENT adv_xlsx

ADV Metrics

Assets & Accounts

  • RAUM (total)254,441,898.0
  • RAUM (discretionary)254,441,898.0
  • Actionable assets154,939,938.0
  • Accounts774.0

Institutional Clients

  • Government AUM
  • Pension AUM
  • Charitable AUM3,207,783.0
  • HNW AUM143,561,639.0

As of 2025-05-14 00:00:00 • Source ia09022025.xlsx

People

NameTitleRoleEmailEvidence
No people recorded.

Outbound Affiliations

RelationOrganizationLast UpdatedEvidence
No outbound affiliations.

Inbound Affiliations

RelationOrganizationLast UpdatedEvidence
No inbound affiliations.

Evidence

No evidence recorded for this organization yet.