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HILL ISLAND FINANCIAL LLC

dba HILL ISLAND FINANCIAL LLC · CRD 313469 · Registered Investment Adviser

HILL ISLAND FINANCIAL LLC is a Registered Investment Adviser headquartered in GRAND RAPIDS, MI. The firm reports $623,847,941 in regulatory assets under management across 821 accounts. It reports no Form ADV Item 11 disciplinary disclosures.

Regulatory assets under management

Discretionary$587,563,149
Non-discretionary$36,284,792
Total RAUM$623,847,941
Accounts821

Disciplinary history (Form ADV Item 11)

This adviser reports no Form ADV Item 11 disciplinary events.

About this data

Form ADV is the uniform registration form every investment adviser files with the U.S. Securities and Exchange Commission (and state regulators). Part 1A captures the firm's identity, assets under management, client base, custody arrangements, and disciplinary disclosures. This page mirrors the SEC's monthly firm-roster export with citations to the Investment Adviser Public Disclosure (IAPD) system, where the full brochure (Part 2) and disciplinary detail are available.

References

  1. U.S. Securities and Exchange Commission. Investment Adviser Public Disclosure — CRD 313469. adviserinfo.sec.gov/firm/summary/313469.
  2. SEC Form ADV firm roster (FOIA monthly export). sec.gov Form ADV data.

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