# Abbey Hill Financial Advisors

Abbey Hill Financial Advisors is an Asset Manager based in Kirkland, United States.

## Overview

- **Organization type:** Asset Manager
- **Headquarters:** Kirkland, United States
- **Region:** North America
- **Address:** Kirkland, WA, United States
- **Assets under management:** <$100M (Altss estimate)
- **Website:** abbeyhillfinancialadvisors.com
- **LinkedIn:** https://www.linkedin.com/company/abbey-hill-financial-advisors

## Regulatory record

- **CRD number:** 126813
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/126813

## About

ABBEY HILL FINANCIAL ADVISORS, LLC is a state-registered investment adviser with $86 million in regulatory assets under management. The firm manages $50 million on a discretionary basis. It has 1 employee and 1 investment adviser.

## People

- Timothy J. Peterson — President

## Questions

### Who makes investment decisions at Abbey Hill Financial Advisors?

Timothy J. Peterson, the firm's President, is the central investment decision-maker. As a small, owner-operated registered investment advisor, the firm's investment policy and portfolio construction flow through Peterson. There is no disclosed investment committee or external sub-advisor arrangement in its regulatory filings.

### Does the firm invest in private equity, venture capital, or hedge funds?

No alternative investment allocations are disclosed in its public filings. Abbey Hill constructs portfolios primarily from individual equities and fixed-income securities in separately managed accounts. The firm's strategy emphasizes liquidity, transparency, and tax management — an approach that does not rely on commingled private funds.

### What kind of clients does the firm serve?

The firm serves high-net-worth individuals and families, with a disclosed concentration in the Pacific Northwest. Given its Kirkland location and the surrounding technology wealth in the greater Seattle area, the natural client base includes founders, executives, and family groups with taxable portfolios requiring active tax management and direct oversight.

## Related profiles

- [Sierra Shore Financial](https://altss.com/profile/sierra-shore-financial)
- [Hillcrest Wealth Advisors](https://altss.com/profile/hillcrest-wealth-advisors-ny-llc)

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Last updated: 2026-06-03T20:00:00.000Z

Canonical page: https://altss.com/profile/abbey-hill-financial-advisors-llc

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