Hightower Advisors AUM and Investment Expertise

Hightower Advisors has a significant presence in the financial services industry, with a vast array of investment expertise.

As of 2022, the firm managed over $150 billion in assets under management (AUM).

Hightower Advisors' investment expertise spans a wide range of asset classes and strategies, allowing clients to diversify their portfolios and achieve their financial goals.

The firm's investment approach is centered around providing personalized, long-term investment solutions to its clients.

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Hightower has surpassed $100 billion in assets under management, a milestone achieved after nearly doubling its AUM in just 2 ½ years.

The firm's AUM grew from $54 billion in January 2019 to $101 billion as of June 30, 2021, a remarkable increase of nearly $47 billion.

Hightower's rapid growth can be attributed to its refreshed strategy, which included 17 acquisitions and strong organic growth.

The firm has expanded its presence nationwide, with 115 advisory businesses now operating in 34 states and the District of Columbia.

Employee numbers have also more than doubled, reaching 1,120 this year compared to 530 in early 2019.

Hightower's lead investor, Thomas H. Lee Partners, L.P., provided additional capital to the firm through a secondary transaction in December 2020.

The firm's valuation has increased significantly under Chairman and CEO Bob Oros, who joined the company in January 2019.

Hightower's organic growth is tracking at a 9% annualized rate, a testament to the firm's commitment to providing institutional-quality services to its advisors.

The firm's Investment Solutions group saw an eightfold increase in its AUM in the 30-month period, a significant achievement.

Hightower's focus on value-added services for advisors has been a key driver of its growth, with the firm investing in services such as business development consulting and leadership development.

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Hightower Advisors is a leading investment advisory firm that has been around since 1993. With over 25 years of experience, they have established themselves as a trusted partner for individuals, families, and institutions seeking investment guidance.

Their team consists of over 700 financial advisors and professionals who are committed to providing personalized service and expertise to their clients. Hightower Advisors has a strong presence in the US, with offices in over 80 locations.

Their investment approach is centered around a team-based model, where multiple advisors work together to provide comprehensive advice and guidance to their clients.

Altium Wealth Management is a firm that focuses on delivering wealth management and advisory services to high and ultra-high-net-worth clients and their families.

Headquartered in Purchase, New York, Altium has over $2.7 billion in Assets Under Management and Advisement (AUM/A). The Firm specializes in risk-based, low-cost, and tax-efficient portfolios delivered via its comprehensive consulting and proprietary direct indexing solution to help clients protect and grow wealth.

Altium has developed a business model over the past 12 years, solving for what they would want as clients themselves. This has driven their success, and they recognize that they would benefit from greater operational support and scale.

The Firm is passionate about providing clients with tax-aware planning and portfolios that align with their individual goals, delivered via personalized consulting and their direct-indexing solutions.

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Our company has a strong financial foundation, with a total of $10 million in initial funding from investors.

This funding was used to launch our product, which has since become a best-seller in its category.

Hightower Advisors LLC has a diverse portfolio of holdings, with a significant presence in the technology sector. Apple Inc is one of the firm's largest holdings, with a capital value of $2.3828 billion and a value of $2.4 billion.

The firm's Form 13F Holdings also include Microsoft Corp, Amazon Com Inc, and Alphabet Inc, among others. These holdings demonstrate Hightower Advisors LLC's focus on established companies with strong growth potential.

Here are some of the firm's top holdings:

These holdings are a testament to Hightower Advisors LLC's commitment to investing in companies with strong growth potential.

Hightower Advisors' financial data is impressive, with an AUM of over $30 billion. This significant number is a testament to the firm's expertise and trustworthiness.

As of 2022, Hightower Advisors has over 700 financial advisors on its team, working together to manage client assets. These advisors are dedicated professionals who bring a wealth of experience and knowledge to the table.

Hightower Advisors' AUM has grown steadily over the years, with a compound annual growth rate (CAGR) of 10% from 2015 to 2022. This consistent growth is a result of the firm's commitment to providing exceptional investment advice and services to its clients.

The firm's ability to manage such a large AUM is a result of its robust infrastructure and technology, which enables seamless communication and collaboration between advisors and clients. This infrastructure also allows for efficient and secure management of client assets.

Hightower Advisors' focus on delivering personalized investment advice and services has helped the firm build a loyal client base, with over 100,000 clients across the United States.