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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Hill Island Financial LLC
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|---|---|
| CRD # | 313469 |
| SEC # | 801-121837 |
| CIK # | 0001909798 |
| AUM | $537.0 M (2025-03-21) |
| Employees | 10 (80% Investors, 0% Brokers) |
| Phone | 616-977-2639 |
| Address | 38 Commerce Avenue SW Grand Rapids, MI 49503 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Instagram] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Microsoft Corp | 5.6 | ||
| Apple Inc | 4.0 | ||
| Nvidia Corp | 3.9 | ||
| Alphabet Inc | 1.7 | ||
| Amazon Com Inc | 1.2 | ||
| Broadcom Inc | 1.1 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 51 | 27.5 |
| (b) Individuals (high net worth individuals) | 147 | 459.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 10 | 47.5 |
| (h) Charitable organizations | 0 | 1.7 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.5 |
| (n) Other | 0 | 0.0 |
| Total | 572 | 537.0 |
| By Discretionary | ||
| Discretionary | 565 | 505.7 |
| Non-Discretionary | 7 | 31.3 |
| Total | 572 | 537.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 537.0 | |
| Total | 572 | 537.0 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001909798] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Kitching Partners LLC
✚
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PA | 0.5 |
|
Hudson Capital Management LLC
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NJ | 0.5 |
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Capital Resource Management Inc
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IL | 0.5 |
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Steffes Financial Ltd
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KS | 0.5 |
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Garrison Point Advisors LLC
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CA | 0.5 |
|
First Fiduciary Investment Counsel Inc
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OH | 0.5 |
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Socorro Asset Management LP
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TX | 0.5 |
|
Wealth Preservation Advisors LLC
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TN | 0.5 |
|
Integral Investment Advisors Inc
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CA | 0.5 |
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DGS Capital Management LLC
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NJ | 0.5 |