Phillip David Hogan
Investment adviser representative at Beacon Hill Wealth Management Ltd
21 yearsExperience
1 stateRegistered in
$148.6MFirm assets
2 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
21 years in the industry.
- Beacon Hill Wealth Management LtdApr 2024 to now
- Atollo Ventures Inc.Dec 2015 to now
- Hutcheson and Co. LLPSep 2005 to May 2023
Exams passed
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 1 state (TX).
Beacon Hill Wealth Management Ltd
$148.6MAssets managed
180Clients
5Advisers
2 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7768145
- Firm CRD
- 325860