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How does the advisor help clients – Key Takeaways:
Hilton Capital Management, LLC is a financial firm that provides expert advice and guidance to clients seeking to make smart and informed investment decisions. The firm is dedicated to helping individuals and institutions achieve their financial goals through a variety of personalized services. Some key takeaways on how Hilton Capital Management, LLC helps its clients are:
- Provides in-depth financial analysis and expertise
- Creates personalized investment strategies for each client
- Offers a wide range of financial services
- Works closely with clients to understand their unique financial needs and goals
Facts and Insights
Hilton Capital Management, LLC was founded in 2001 and has since grown to become a notable player in the financial industry. The firm currently has assets under management (AUM) of over $1.5 billion and a team of experienced and knowledgeable advisors.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $1.5 billion | 10 | Founded in 2001 |
Financial Services Offered
Hilton Capital Management, LLC offers a diverse range of financial services to cater to the unique needs of its clients. These services include:
- Investment management
- Financial planning
- Estate planning
- Retirement planning
- Wealth management
- Tax planning
Client Types
Hilton Capital Management, LLC serves a wide range of clients, including:
- Individuals
- High net worth individuals
- Institutions
- Foundations
- Endowments
Fees & Compensation
Hilton Capital Management, LLC charges its clients a fee based on a percentage of AUM. The firm’s fees are competitive within the industry, and clients can expect to receive transparent and detailed information about fees and compensation before engaging in any services.
Background
Hilton Capital Management, LLC was founded by a team of experienced financial professionals with a shared vision of providing top-notch financial advice and services to clients. The firm is dedicated to upholding the highest standards of integrity and professionalism in all of its interactions with clients.
Financial Advisor Disclosures to Know
As with any financial firm, it is important for clients to understand any potential conflicts of interest or disclosures from the advisors they work with. Some potential disclosures to be aware of when working with Hilton Capital Management, LLC include:
- The firm may receive compensation from investment products recommended to clients
- The advisors may have relationships or affiliations with certain companies or products
- The firm may receive compensation for referring clients to certain products or services
With that being said, Hilton Capital Management, LLC is committed to transparency and always puts the best interests of its clients first.
In conclusion, Hilton Capital Management, LLC is a top-notch financial firm that provides expert guidance and personalized services to a diverse range of clients. With a strong track record, a team of experienced advisors, and a commitment to integrity, the firm is well-equipped to help clients achieve their financial goals.