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

More Retirement Planning firms in Victor, Idaho:

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THE CAPROCK GROUP, LLC 800 West Main Street, Suite 1150 Boise, ID, 83702	$9,361,493,116	386	63
CLEARWATER ADVISORS, LLC 101 S. Capitol Blvd, Suite 1201 Boise, ID, 83702	$3,797,719,931	78	10
INSPIRE INVESTING, LLC 3597 E Monarch Sky Ln, Suite 330 Meridian, ID, 83646	$2,856,919,716	463	34
MOUNTAIN PACIFIC INVESTMENT ADVISERS, LLC 877 West Main Street, Suite 704 Boise, ID, 83702	$1,931,996,135	801	6
RW INVESTMENT MANAGEMENT LLC 1028 S. Bridgeway Place, Suite 200 Eagle, ID, 83616	$1,380,795,719	2334	19

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