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Anne K Hill

RGT WEALTH ADVISORS, LLC·DALLAS, Texas
Clean recordRGT WEALTH ADVISORS, LLC
5950 SHERRY LANE, STE. 600, DALLAS, TX 75225CRD# 4612097Firm CRD# 104953

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Anne K Hill · DALLAS, TX
Registration
CRD #4612097 · RGT WEALTH ADVISORS, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Anne K Hill is a registered financial advisor based in DALLAS, Texas, affiliated with RGT WEALTH ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Retirement Planning
Client Types
Individuals
Pension & Retirement Plans
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
RGT WEALTH ADVISORS, LLC
RGT WEALTH ADVISORS
AUM
$5.8B
Regulatory assets under management
Employees
68
Total firm employees
Services
Financial planning
Portfolio management (individuals)
Pension consulting
Security ratings or pricing services
Other
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Performance-based fees
Regulatory
SEC/IARD CRD# 4612097
Firm CRD# 104953
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Anne K Hill offer?
Anne K Hill specializes in Financial Planning, Investment Management, Retirement Planning. Contact their office in DALLAS, Texas for a consultation.
What are Anne K Hill's credentials?
Anne K Hill is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Anne K Hill located?
Anne K Hill is based in DALLAS, Texas, working with RGT WEALTH ADVISORS, LLC. Their office serves clients in the DALLAS metropolitan area and surrounding communities.
How does Anne K Hill charge for services?
Anne K Hill's firm is compensated through percentage of aum, hourly charges, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is RGT WEALTH ADVISORS, LLC?
RGT WEALTH ADVISORS, LLC has approximately 68 employees and manages $5.8B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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