Hill Investment Group, LLC is a large advisory firm based in St. Louis. It manages $615.5 million of regulatory assets for 1,003 client accounts. It has been registered with the SEC as an adviser since 2005 and has operated in the jurisdictions of California, Florida, Illinois, Missouri, and Texas.
Hill Investment Group provides portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, and pension consulting services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Hill Investment Group, LLC is $615.5 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 1216% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Hill Investment Group, LLC for their services and products based on a percentage of assets under management and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to individuals, high net worth individuals, and pension and profit sharing plans. The largest group of clients of Hill Investment Group is high net worth individuals with 115 clients and $567 million of assets under management. Among the 9 most similar advisory firms, Hill Investment Group has the highest percentage of high net worth individuals out of all clients.
The amount of regulatory assets under management is $615.5 million for 223 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.
Hill Investment Group doesn't advise any private funds.
The company employs 11 people that are either part- or full-time employees. 82 percent of the employees work as investment advisers or researchers. 9 employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
The principal office where Hill Investment Group, LLC performs its advisory services is located at 7701 Forsyth Boulevard, St. Louis, MO 63105, which is also the mailing address of the firm. An additional office of the firm is in Houston, TX. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 314-448-4023 or by fax 314-448-4027. The normal business hours are 9:00 am to 5:00 pm on Monday - Friday. You can find more information about the New York firm at ignorewallstreet.com.