Hill Island Financial LLC
Firm details
- Headquarters
- Grand Rapids, Michigan
- CRD number
- 313469
- Registered since
- July 26, 2021
- Website
- www.hillislandfinancial.com
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI89.32%
- Pension & Profit Sharing Plans5.94%
- Charitable Organizations2.87%
- Individuals1.78%
- Corporations / Businesses0.09%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Hill Island Financial LLC is an independent, privately owned registered investment adviser that began SEC registration in 2021 and operates as a capital allocator for both individual/family and institutional clients. The firm provides financial planning and portfolio management for individuals and small businesses, and its ADV lists pension consulting and the selection of other advisers among advisory services offered. Compensation comes via both asset-based fees and fixed fees. Hill Island identifies as not being an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds64%
- Investment Grade Corp Bonds16%
- Exchange Traded Equities10%
- Cash & Cash Equivalents9%
- US Government Bonds1%
Contacts
3 of 8
Jacob VandenBosch
Operations AnalystCRD 7975503
Blake Appell
Senior Associate, Client ServicesCRD 6895029
Amanda Bassford
AssociateCRD 7232011
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 52Active vs passive
$440M in ETFs
39%
$171M
44%
$269M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| LONGVIEW ADVANTAGE ETF (EBI) | $72M | 1,108,928 | 16.39% |
Location
Grand Rapids, MI
Kent
Location
Grand Rapids, MI
Headquartered in Grand Rapids, MI, anchoring the Grand Rapids-Kentwood-Muskegon, MI metro in the Midwest.
- Metro area
- Grand Rapids-Kentwood-Muskegon, MI
- Region
- Midwest
- County
- Kent
- Address
- 38 Commerce Ave Sw
- Time zone
- ET (UTC-5)
- Office locations
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