Hill Island Financial LLC

Hill Island Financial LLC (CRD# 313469) is a financial advisory firm headquartered in Grand Rapids, MI. They manage $446,640,410 in 550 accounts and serve the financial needs of clients across 8 states (or territories).

Current Firm Details
38 Commerce Avenue Sw, Suite 310, Grand Rapids, MI 49503
https://hillislandfinancial.com
By the Numbers
  • Total Assets Under Management
    447
    MILLION
  • Total Number of Accounts
    550
    ACCOUNTS
  • Average Account Value
    $812,073
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, FL, IL, MI, NE, NH, TX, WI

Financial Advisors at Hill Island Financial LLC
Showing 1 - 4 of 4 top financial advisors.
1
Rebecka Pratt, financial advisor Grand Rapids MI
Rebecka L. Pratt
CRD#: 5107227
38 Commerce Avenue Sw, Suite 310, Grand Rapids, MI 49503

Rebecka Pratt (CRD# 5107227) is an Investment Advisor Representative working at Hill Island Financial LLC in Grand Rapids, MI and has over 17 years of experience in the finance industry.

2
Kevin Toler, financial advisor Grand Rapids MI
Kevin M. Toler
CRD#: 4481134
38 Commerce Avenue Sw, Suite 310, Grand Rapids, MI 49503

Kevin Toler (CRD# 4481134) is an Investment Advisor Representative working at Hill Island Financial LLC in Grand Rapids, MI and has over 22 years of experience in the finance industry.

3
Amanda Bassford, financial advisor Grand Rapids MI
Amanda Bassford
CRD#: 7232011
38 Commerce Avenue Sw, Suite 310, Grand Rapids, MI 49503

Amanda Bassford (CRD# 7232011) is an Investment Advisor Representative working at Hill Island Financial LLC in Grand Rapids, MI and has 1 year of experience in the finance industry.

4
Joshua Moeller, financial advisor Grand Rapids MI
Joshua Moeller
CRD#: 6929673
38 Commerce Avenue Sw, Suite 310, Grand Rapids, MI 49503

Joshua Moeller (CRD# 6929673) is an Investment Advisor Representative working at Hill Island Financial LLC in Grand Rapids, MI and has over 2 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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