Brock Hill Private Advisors

Brock Hill Private Advisors (CRD# 324946) is a financial advisory firm headquartered in , . They manage $39,697,202 in 87 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
https://www.brockhillwealth.com
By the Numbers
  • Total Assets Under Management
    40
    MILLION
  • Total Number of Accounts
    87
    ACCOUNTS
  • Average Account Value
    $456,290
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

MA

Financial Advisors at Brock Hill Private Advisors
Showing 1 - 4 of 4 top financial advisors.
1
Jared Brock, CFP® , financial advisor Newton MA
Jared H. Brock, CFP®
CRD#: 5452396
Newton, MA

Jared Brock, CFP®  (CRD# 5452396) is an Investment Advisor Representative / Financial Planner working at Bearing Point Wealth Partners, a Fee-Only Fiduciary Financial Planning & Tax Prep firm in Hampton, NH.  Jared has over 15 years of experience in the finance industry.

2
Ryan Hill, financial advisor Newton MA
Ryan B. Hill
CRD#: 6482534
Newton, MA

Ryan Hill (CRD# 6482534) is an Investment Advisor Representative working at Brock Hill Private Advisors in Newton, MA and has over 8 years of experience in the finance industry.

3
Jon Duane, financial advisor Newton MA
Jon E. Duane
CRD#: 7891206
Newton, MA

Jon Duane (CRD# 7891206) is an Investment Advisor Representative working at Brock Hill Private Advisors in Newton, MA and has 1 year of experience in the finance industry.

4
Patrick Kearney, financial advisor Newton MA
Patrick J. Kearney
CRD#: 7871038
Newton, MA

Patrick Kearney (CRD# 7871038) is an Investment Advisor Representative working at Brock Hill Private Advisors in Newton, MA and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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