HILL INVESTMENT GROUP

190 Carondelet Plaza
Suite 1475
St. Louis, Missouri 63105
Tel: 314-448-4023

About HILL INVESTMENT GROUP

HILL INVESTMENT GROUP, formally registered with the SEC as HILL INVESTMENT GROUP. The firm was established in 01/19/2021. They have over 5 offices throughout the country.

HILL INVESTMENT GROUP is a St. Louis, Missouri based Financial Planning firm with nearly $971,114,078 assets under management, offering retirement planning & investment advisory services to 1475 clients. The firm is staffed with 14 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	312052
SEC#	801-120176
Assets Managed by Firm	$971,114,078
No. of Clients	1475
No. of Advisors	14

Fee Structure

A percentage of AUM
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for investment companies
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Other (CREDIT AND CASH MANAGEMENT SOLUTIONS, INSURANCE SOLUTIONS)

Firm Client Information

	No. of Clients	AUM
Firm Total	1475	$971,114,078
Individuals (other than high net worth individuals)	215	$72,825,346
High net worth individuals	221	$882,820,309
Charitable organizations	1	$15,468,423

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