Tory Hill, LLC (Berwyn)

Tory Hill, LLC is a related adviser based in Berwyn. It manages $13.93 million of regulatory assets for 4 client accounts. It has been registered with the SEC as an adviser since 2003 and has operated in the jurisdiction of Pennsylvania.

Tory Hill provides market timing services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Tory Hill: assets under management

The assets under management (AUM) of Tory Hill, LLC is $13.93 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -6% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $13.93 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $3.48 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Tory Hill, LLC for their services and products based on a percentage of assets under management and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Tory Hill, LLC

John Frederick Hammerschmidt has been acting as President since 1 Aug 2003. Robert Pensrot Andres joined the executive team most recently as the Director.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
John Frederick Hammerschmidt	President/ceo	1 Aug 2003	75% - 100%	1380308
Robert Pensrot Andres	Director	1 Aug 2003	Other	5787
Jonathan Darrell Smith	Chief operating officer	1 Aug 2003	Other	2655073
Daniel Neumann Mullen	Compliance officer	1 Aug 2003	Other	2708266
Geoffrey Joseph Deasey	Marketing officer	1 Aug 2003	Other	1395822
Andres Capital Management	Investor	1 Aug 2003	Other	23-3096072

Based in Berwyn

The principal office where Tory Hill, LLC performs its advisory services is located at 11 Twin Creek Lane, Berwyn, PA 19312, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.