Hill Island Financial LLC
Hill Island Financial LLC is an SEC-registered wealth manager in Grand Rapids, MI with $623.8M assets under management (AUM, regulatory AUM), +16% over one year. See who owns Hill Island Financial LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 313469, SEC 801-121837, data through 2026-03-17.
- AUM (assets under management / regulatory AUM)
- $623.8M (2026-03-17)
- Firm type
- Wealth Manager
- Location
- Grand Rapids, MI
- Employees
- 11
- Clients
- 217
- CRD
- 313469
- Ownership
- RIA VENTURES, LLC; Moeller, Joshua; WINN, CHRISTOPHER, EDWARD; TOLER, KEVIN, MATTHEW
How much AUM does Hill Island Financial LLC have?
Hill Island Financial LLC reported $623.8M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-17).
Who owns Hill Island Financial LLC?
Disclosed owners and executives of Hill Island Financial LLC include RIA VENTURES, LLC, Moeller, Joshua, WINN, CHRISTOPHER, EDWARD, TOLER, KEVIN, MATTHEW. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.