Hilltop Wealth Advisors is an investment advisor in Chapel Hill with $377.87 mm assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
812450574
SEC advisor number
801-107408
FINRA CRD number
283014
AUM ?
$432.70 mm
(as of 4 Jun 24)
Accounts
1,640
(as of 4 Jun 24)
Employees
13
(6 investment advisory or research)
Address
Hilltop Wealth Advisors
6340 QUADRANGLE DRIVE
SUITE 100
CHAPEL HILL
NC 27517
6340 QUADRANGLE DRIVE
SUITE 100
CHAPEL HILL
NC 27517
Phone
919-401-1500
Brochures
Latest filings (excl ownership)
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
3 Jul 24
13F-HR
Quarterly holdings report by institutional manager
5 Apr 24
13F-HR
Quarterly holdings report by institutional manager
17 Jan 24
13F-HR
Quarterly holdings report by institutional manager
16 Oct 23
13F-HR
Quarterly holdings report by institutional manager
19 Jul 23
13F-HR
Quarterly holdings report by institutional manager
19 Apr 23
13F-HR
Quarterly holdings report by institutional manager
2 Feb 23
13F-HR
Quarterly holdings report by institutional manager
10 Nov 22
13F-HR
Quarterly holdings report by institutional manager
15 Jul 22
13F-HR
Quarterly holdings report by institutional manager
19 Apr 22