HILL INVESTMENT GROUP
Firm details
- Headquarters
- SAINT LOUIS, Missouri
- CRD number
- 312052
- Registered since
- January 19, 2021
- Website
- www.hillinvestmentgroup.com
- Custodians
- CHARLES SCHWAB & CO., INC., FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI77.37%
- Investment Companies16.48%
- Individuals4.83%
- Charitable Organizations1.33%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Institutional ClientsPension Consulting
Firm profile
FINTRXOverview
Hill Investment Group is an independent registered investment adviser organized as an LLC and SEC-registered since 2021. The firm serves individual and family clients as well as institutional clients, offering financial planning and discretionary portfolio management across individuals, small businesses, investment companies and other institutions. Compensation is a mix of percentage-of-AUM and fixed fees. Hill also lists other financial-product sales activity and maintains a broad set of industry relationships that include broker-dealers, commodity pool/CTA sponsors, accounting and law firms, insurance companies, real estate brokers, and sponsors or general partners of pooled vehicles.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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 Funds95%
- Exchange Traded Equities2%
- Cash & Cash Equivalents2%
- Other1%
Owners & executives
1 of 1MATTHEW ZENZ
Chief Investment OfficerCRD 6871610
Contacts
3 of 7John Gardner
Client Service AssociateCRD 7740932
WALTER REISINGER
Senior AdvisorCRD 2879378
JONESY CHAUVOT
Operations AssociateCRD 7298947
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 32Active vs passive
$892M in ETFs
<1%
$2.7M
49%
$889M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| LONGVIEW ADVANTAGE ETF (EBI) | $367M | 6,335,885 | 41.10% |
Location
SAINT LOUIS, MO
SAINT LOUIS
Location
SAINT LOUIS, MO
Headquartered in SAINT LOUIS, MO, anchoring the St. Louis-St. Charles-Farmington, MO-IL metro in the Midwest.
- Metro area
- St. Louis-St. Charles-Farmington, MO-IL
- Region
- Midwest
- County
- SAINT LOUIS
- Address
- 190 Carondelet Plz
- Time zone
- CT (UTC-6)
- Office locations
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