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Brian James

EAST HILL MANAGEMENT COMPANY, LLC·PETERBOROUGH, New Hampshire
Clean recordEAST HILL MANAGEMENT COMPANY, LLC
70 MAIN STREET, PETERBOROUGH, NH 03458CRD# 6024516Firm CRD# 160663

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Brian James · PETERBOROUGH, NH
Registration
CRD #6024516 · EAST HILL MANAGEMENT COMPANY, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Brian James is a registered financial advisor based in PETERBOROUGH, New Hampshire, affiliated with EAST HILL MANAGEMENT COMPANY, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Retirement Planning
Wealth Management
Client Types
Individuals
Pension & Retirement Plans
Introduction

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03

Firm Overview

Firm
EAST HILL MANAGEMENT COMPANY, LLC
EAST HILL MANAGEMENT COMPANY, LLC
AUM
$106M
Regulatory assets under management
Employees
3
Total firm employees
Services
Portfolio management (individuals)
Pension consulting
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 6024516
Firm CRD# 160663
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Brian James offer?
Brian James specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in PETERBOROUGH, New Hampshire for a consultation.
What are Brian James's credentials?
Brian James is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Brian James located?
Brian James is based in PETERBOROUGH, New Hampshire, working with EAST HILL MANAGEMENT COMPANY, LLC. Their office serves clients in the PETERBOROUGH metropolitan area and surrounding communities.
How does Brian James charge for services?
Brian James's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is EAST HILL MANAGEMENT COMPANY, LLC?
EAST HILL MANAGEMENT COMPANY, LLC has approximately 3 employees and manages $106M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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