ROCKHILL ADVISORS LLC

9043 Village Way
Unit B
Victor, Idaho 83445
Tel: (312) 282-1040

About ROCKHILL ADVISORS LLC

ROCKHILL ADVISORS LLC, formally registered with the SEC as ROCKHILL ADVISORS LLC. The firm was established in 03/25/2021. They have over 1 offices throughout the country.

ROCKHILL ADVISORS LLC is a Victor, Idaho based Financial Planning firm with nearly $149,133,381 assets under management, offering retirement planning & investment advisory services to 142 clients. The firm is staffed with 2 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	288789
SEC#	801-120591
Assets Managed by Firm	$149,133,381
No. of Clients	142
No. of Advisors	2

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	142	$149,133,381
High net worth individuals	27	$148,328,744
Charitable organizations	Fewer than 5 clients	$804,637

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