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HILL INVESTMENT GROUP

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

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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 StatusApproved
Firm CRD#312052
SEC#801-120176
Assets Managed by Firm$971,114,078
No. of Clients1475
No. of Advisors14

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 ClientsAUM
Firm Total1475$971,114,078
Individuals (other than high net worth individuals)215$72,825,346
High net worth individuals221$882,820,309
Charitable organizations1$15,468,423

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