HILL ISLAND FINANCIAL LLC
Total AUM
$623.8M
Employees
11Clients
219Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
38 COMMERCE AVENUE SW
SUITE 310
GRAND RAPIDS
MI 49503
United States
SUITE 310
GRAND RAPIDS
MI 49503
United States
Operating Hours
8:00AM TO 5:00PM
Monday - Friday
Monday - Friday
Phone
(616) 977-2639
Financials
Total AUM
$623.8M
Accounts
821Discretionary
$587.6M
Accounts
814Non-Discretionary
$36.3M
Accounts
7
Clients
Individual Clients
41AUM
$11.1M
HNW Individual Clients
167AUM
$557.2M
Pension/Profit Sharing Plan Clients
9AUM
$37.1M
Charitable Organization Clients
1AUM
$17.9M
Corporation or Business Clients
1AUM
$540.3K
Services
Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
CAFLILMINENHTXWI
Affiliates
Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.