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, owner-operated registered investment adviser that began SEC registration in 2021. The firm acts as a capital allocator for both individual/family and institutional clients, combining financial planning with discretionary portfolio management, selection of outside advisers, and pension consulting services. Its fee model mixes percentage-of-AUM billing with fixed fees. Hill Island does not identify as an active ESG investor.
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 Funds64%
- Investment Grade Corp Bonds16%
- Exchange Traded Equities10%
- Cash & Cash Equivalents9%
- US Government Bonds1%
Contacts
3 of 8
Arian Nelson
Private Wealth ManagerCRD 5736836
Kevin Toler
Partner and Private Wealth AdvisorCRD 4481134
Blake Appell
Senior Associate, Client ServicesCRD 6895029
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 59Active vs passive
$448M in ETFs
34%
$152M
49%
$296M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| LONGVIEW ADVANTAGE ETF (EBI) | $76.9M | 1,175,297 | 17.18% |
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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