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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 $331,581,667 assets under management, offering retirement planning & investment advisory services to 497 clients. The firm is staffed with 7 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
| Firm CRD# | 313469 |
| SEC# | 801-121837 |
| Assets Managed by Firm | $331,581,667 |
| No. of Clients | 497 |
| No. of Advisors | 7 |
Fee Structure
- A Percentage of AUM
- Hourly charges
- Fixed Fees
Advisory Services Provided
- Financial Planning
- Portfolio Management for Individuals
- Pension Consulting Services
- Selection of Other Advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 497 | $331,581,667 |
| Individuals (other than high net worth individuals) | 115 | $24,745,885 |
| High net worth individuals | 107 | $274,937,056 |
| Pension and profit sharing plans | 10 | $21,951,648 |
| Charitable organizations | Fewer than 5 clients | $9,947,078 |
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