William James Garvey

Hilton Capital Management, LLC

4 Years of Experience

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Areas of Practice

Investment ManagementHigh Net Worth

Hilton Capital Management, LLC

Compensation

Fee-Only (AUM)

Firm Size

8 advisors

Number of Clients

1,577 clients

Average Client Portfolio

$1.9M average

Assets Under Management

$2.9B

Fee Structure

Minimum Investment:$250K

Financial Planning:Investment management only

Location

1010 Franklin Avenue, Garden City, NY, 11530

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History

Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Employment History

Current Registrations

Hilton Capital Management, LLC

July 2021 - Present · 4 yrs 7 mos

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.