D.P. Hill & Co. (Paradise Valley)

D.P. Hill & Co. is a large advisory firm based in Paradise Valley. It manages $166.43 million of regulatory assets for 21 client accounts. It has been registered with the SEC as an adviser since 2005 and has operated in the jurisdictions of Arizona and California.

D.P. Hill & provides portfolio management for individuals and small businesses and consulting. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

D.P. Hill &: assets under management

The assets under management (AUM) of D.P. Hill & Co. is $166.43 million. The firm's AUM has grown by 2% since the beginning of its operation, and $166.43 million of the total AUM is attributable to clients outside of the United States.

The firm manages $93.12 million in discretionary accounts and $73.31 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $5.82 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $14.66 million.

Investments

The firm invests in non-exchange traded securities the most. They account for 54% of the total AUM. The second-largest asset type is cash and cash equivalents, which make up 30% of the firm’s portfolio. Investments in exchange traded securities form 6% of the total invested assets.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay D.P. Hill & Co. for their services and products based on fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Donald Phillips Hill serves?

The only and largest group of clients of Donald Phillips Hill is high net worth individuals with 14 clients and $166.43 million of assets under management. Among the 9 most similar advisory firms, D.P. Hill & has the highest percentage of high net worth individuals out of all clients.

The amount of regulatory assets under management is $166.43 million for 14 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.

D.P. Hill & doesn't advise any private funds.

Careers at D.P. Hill & Co.

The company employs 1 person that is either a part- or full-time employee. No employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Donald Phillips Hill	Chief compliance officer/president	1 Nov 1975	75% - 100%	4347589

Based in Paradise Valley

The principal office where D.P. Hill & Co. performs its advisory services is located at 9128 N. 70 Th Street, Paradise Valley, AZ 85253, 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 480-607-2234 or by fax 480-607-3890. The normal business hours are by appointment on Monday - Friday.