HILL ISLAND FINANCIAL LLC

38 Commerce Avenue Sw
Suite 310
Grand Rapids, Michigan 49503
Tel: (616) 977-2639

About HILL ISLAND FINANCIAL LLC

HILL ISLAND FINANCIAL LLC, formally registered with the SEC as HILL ISLAND FINANCIAL LLC. The firm was established in 07/26/2021. They have over 1 offices throughout the country.

HILL ISLAND FINANCIAL LLC is a Grand Rapids, Michigan based Financial Planning firm with nearly $446,640,410 assets under management, offering retirement planning & investment advisory services to 550 clients. The firm is staffed with 8 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	313469
SEC#	801-121837
Assets Managed by Firm	$446,640,410
No. of Clients	550
No. of Advisors	8

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	550	$446,640,410
Individuals (other than high net worth individuals)	55	$20,748,524
High net worth individuals	141	$384,139,371
Pension and profit sharing plans	9	$25,601,831
Charitable organizations	Fewer than 5 clients	$16,150,684

More Retirement Planning firms in Grand Rapids, Michigan:

Firm Name	Assets Under Management	Total Clients	Total Advisors
JACKSON NATIONAL ASSET MANAGEMENT, LLC 1 Corporate Way Lansing, MI, 48951	$246,667,042,077	132	164
PLANTE MORAN FINANCIAL ADVISORS 3000 Town Center, Suite 100 Southfield, MI, 48075	$20,526,058,796	17010	134
OA PRIVATE CAPITAL 200 Monroe Avenue Nw, Suite 500 Grand Rapids, MI, 49503	$20,209,044,347	85	74
YOUSIF CAPITAL MANAGEMENT, LLC 39533 Woodward Ave, Suite 100 Bloomfield Hills, MI, 48304	$15,029,547,343	412	15
BRICKTOWN CAPITAL, LLC 600 E. Lafayette Blvd Detroit, MI, 48226	$11,989,880,000	105	31

Explore More Retirement Advisors in Grand Rapids, Michigan

RetirementPlanning.net is a wholly-owned brand of the Respond.com Inc. ("Respond") family. Respond is registered with the U.S. Securities and Exchange Commission as an investment adviser, and operates through various subsidiaries and brands that provide financial education. RetirementPlanning.net matches and refers investors to qualified financial professionals that have elected to participate in our matching platform. RetirementPlanning.net, Respond, and Respond's other subsidiaries and brands do not manage investor assets or otherwise render investment or financial planning advice beyond the referral of investors to qualified financial professionals. By using this website, you agree to our terms and conditions.