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HILL ISLAND FINANCIAL LLC
CRD 313469 · SEC 801-121837
38 COMMERCE AVENUE SW, SUITE 310, GRAND RAPIDS, MI, 49503, United States
Phone
(616) 977-2639
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$623.8M
Discretionary AUM
$587.6M
Team
11 total employees; 8 advisory reps
Clients
0
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-17
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 41 | $11.1M |
| High net worth individuals | 167 | $557.2M |
| Pension/profit sharing plans | 9 | $37.1M |
States served
CA, IL, MI, NE, WI, TX, NH, FL
All web addresses on file
Official SEC filing: View on IAPD