ADDIS & HILL, INCORPORATED
CRD #117495 SEC #801-118276 WAYNE, PA 610-688-9500
SEC Registered
Total AUM
$218.9M
Discretionary
$218.9M
Employees
6
Clients
51
Accounts
416
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| May 2025 | $218.9M | $218.9M | $0 | 6 | 5 |
| Feb 2025 | $218.9M | $218.9M | $0 | 6 | 5 |
| Aug 2024 | $147.3M | $147.3M | $0 | 5 | 3 |
| Jul 2024 | $147.3M | $147.3M | $0 | 5 | 3 |
| Jul 2024 | $147.3M | $147.3M | $0 | 5 | 3 |
| Jan 2024 | $147.3M | $147.3M | $0 | 5 | 3 |
| Apr 2023 | $124.7M | $124.7M | $0 | 5 | 5 |
| Feb 2023 | $124.7M | $124.7M | $0 | 5 | 5 |
| Jan 2023 | $124.7M | $124.7M | $0 | 5 | 5 |
| Jul 2022 | $142.8M | $142.8M | $0 | 5 | 9 |
| Mar 2022 | $142.8M | $142.8M | $0 | 5 | 9 |
| Apr 2021 | $111.3M | $111.3M | $0 | 5 | 10 |
| Apr 2021 | $111.3M | $111.3M | $0 | 5 | 10 |
| Mar 2021 | $111.3M | $111.3M | $0 | 5 | 10 |
| Jun 2020 | $102.8M | $102.8M | $0 | 5 | 15 |
| May 2020 | $102.8M | $102.8M | $0 | 5 | 15 |
| Feb 2020 | $102.8M | $102.8M | $0 | 5 | 15 |
DateMay 2025
Total AUM$218.9M
Discretionary$218.9M
Non-Disc.$0
Employees6
Clients5
DateFeb 2025
Total AUM$218.9M
Discretionary$218.9M
Non-Disc.$0
Employees6
Clients5
DateAug 2024
Total AUM$147.3M
Discretionary$147.3M
Non-Disc.$0
Employees5
Clients3
DateJul 2024
Total AUM$147.3M
Discretionary$147.3M
Non-Disc.$0
Employees5
Clients3
DateJul 2024
Total AUM$147.3M
Discretionary$147.3M
Non-Disc.$0
Employees5
Clients3
DateJan 2024
Total AUM$147.3M
Discretionary$147.3M
Non-Disc.$0
Employees5
Clients3
DateApr 2023
Total AUM$124.7M
Discretionary$124.7M
Non-Disc.$0
Employees5
Clients5
DateFeb 2023
Total AUM$124.7M
Discretionary$124.7M
Non-Disc.$0
Employees5
Clients5
DateJan 2023
Total AUM$124.7M
Discretionary$124.7M
Non-Disc.$0
Employees5
Clients5
DateJul 2022
Total AUM$142.8M
Discretionary$142.8M
Non-Disc.$0
Employees5
Clients9
DateMar 2022
Total AUM$142.8M
Discretionary$142.8M
Non-Disc.$0
Employees5
Clients9
DateApr 2021
Total AUM$111.3M
Discretionary$111.3M
Non-Disc.$0
Employees5
Clients10
DateApr 2021
Total AUM$111.3M
Discretionary$111.3M
Non-Disc.$0
Employees5
Clients10
DateMar 2021
Total AUM$111.3M
Discretionary$111.3M
Non-Disc.$0
Employees5
Clients10
DateJun 2020
Total AUM$102.8M
Discretionary$102.8M
Non-Disc.$0
Employees5
Clients15
DateMay 2020
Total AUM$102.8M
Discretionary$102.8M
Non-Disc.$0
Employees5
Clients15
DateFeb 2020
Total AUM$102.8M
Discretionary$102.8M
Non-Disc.$0
Employees5
Clients15