RJ Hill's Financial Services, LLC

RIASEC Registered
Total AUM
$4.4M
Discretionary
$1M
24% of AUM
Avg account
$97.9K
Accounts
45
Employees
1
Advisory reps
2

Firm details

Headquarters
Eau Claire, Wisconsin
CRD number
164682
Custodians
ALTRUIST FINANCIAL LLC
Fee structure
Percentage of AUM
Client types
  • Individuals76.19%
  • HNWI23.81%
Services
Portfolio Management for Individuals

Firm profile

FINTRX

Overview

RJ Hill's Financial Services, LLC is a small, individually owned advisory firm that serves retail individuals and families. The firm combines investment advisory with insurance brokerage and accounting activities, and it charges clients on a percentage-of-assets-under-management basis. It is classified as a non-independent retail RIA and focuses on portfolio management for individuals and small businesses rather than institutional or pension consulting work. The firm does not identify as an active ESG investor and is not registered as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 68%, Cash & Cash Equivalents 26%, Other 6%, State & Local Bonds 1%68%
  • Public Funds/Mutual Funds68%
  • Cash & Cash Equivalents26%
  • Other6%
  • State & Local Bonds1%

Contacts

2 of 2
  • Herbert Rose

    MemberCRD 6164965

  • Marleen Thudium

    Marleen Thudium

    CCOCRD 2999533

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

FINTRX

Location

Primary office

Eau Claire, WI

Eau Claire

Location

Eau Claire, WI

Headquartered in Eau Claire, WI, anchoring the Eau Claire-Menomonie, WI metro in the Midwest.

Metro area
Eau Claire-Menomonie, WI
Region
Midwest
County
Eau Claire
Address
10 Platt St
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth