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

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