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Hill Island Financial LLC

● SEC registered since 2021CRD 313469SEC# 801-121837Grand Rapids, MI
Export (members)
Reg. AUM
$537M
Employees
10
Accounts
572
Location
Grand Rapids, MI

Hill Island Financial LLC assets under management

Hill Island Financial LLC is an investment advisory firm registered with the SEC based in Grand Rapids, MI. The firm has been registered since 2021. It reports $537 million in regulatory assets under management and employs 10 people.
www.instagram.com/hillislandfinancialView on SEC.gov ↗

Hill Island Financial LLC owners & executives

2 reported
NameTitleOwnershipSince
Joshua Moeller ControlMember / Principal And Chief Compliance Officer10-25%2021
Kevin Matthew Toler ControlManaging Member / Managing PrincipalOver 75%2021

Frequently asked questions

How much does Hill Island Financial LLC manage?

Hill Island Financial LLC reports $537 million in regulatory assets under management on its Form ADV.

How many employees does Hill Island Financial LLC have?

Hill Island Financial LLC reports 10 employees.

Where is Hill Island Financial LLC located?

Hill Island Financial LLC is based in Grand Rapids, MI and has been SEC-registered since 2021.

Does Hill Island Financial LLC disclose fund performance?

Hill Island Financial LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address38 Commerce Avenue SW, Suite 310, Grand Rapids, MI 49503
Phone(616) 977-2639
Office hours8:00a.m. To 5:00p.m.
SEC regionChicago Regional Office (CHRO)
CIK1909798
Discloses disciplinary historyNo

Assets under management

Discretionary$505.7M
Non-discretionary$31.3M
Total (RAUM)$537M