endobj endobj Consumers should consult with their tax advisor or attorney regarding their specific situation. 27 0 obj We work hard to collect and provide you the information you need to find a financial advisor whos right for you. Repeat. endstream endobj 840 0 obj <. Wealthminder was created for one simple reason: xYoHnJz.$Hv1N/DU yovi'7,g''?FI2L9;yi~8p-^W,e.D.+wJ)1?\+}e}Gge9^xw,+.nsa{i.6{Q$T?#[$GBZ(#meK6Yapa;-op L|`_S1,8r'[xSh^;p8 rp %,4UH+,6kCmJV;QI :!P=A\DJg;wBC,5pG[p[[p+j children: Lily, Bear, and Lizzy. "|b}M3A ={'b4#=0@MfX83bdD GGs HU S%}W@G!#I_1! Material presented is believed to be from reliable sources; however, we make no representations as to its accuracy or completeness. Being appointed Co-Executor and Co-Trustee of my fathers >> yagn.kd`aj VHZQZT] yi) For more than 125 years, Ameriprise has been committed to helping our clients achieve their financial goals. /ExpertPdf_dpjnlpbajchnkcgooopacokfijhdbcni 29 0 R As a trusted voice, were constantly developing and sharing new insights and studies for your benefit. Before joining Hill, Buddy spent more than a decade at Anheuser-Busch, holding positions in brand management, strategic planning, wholesale operations, and sales before transitioning to the world of finance as the founder of a wealth coaching group and an estate planning firm called The Legacy Specialists; partner of a Wealth Management Team at Merrill Lynch; and Vice President of Sales for Guggenheim Partners, a global investment firm serving wealthy families. Advisory services are offered by Legacy Investment Services, LLC, a Registered Investment Advisor in the State of California. We will contact you to set up a complimentary initial meeting. Most of the "bad stuff" of investing and finance is avoidable with the right help and planning. Start preparing for a more confident future. /Filter /FlateDecode /HideWindowUI false Please see our Full Disclosure for important details. WebLegacy Investment Services, LLC is a retirement, income and planning firm, overseeing and coordinating finances in Rancho Cucamonga, California and surrounding %PDF-1.5 We empower you to navigate todays complex financial world. (CRD# 6666220) is an Investment Advisor Representative working at Hill Investment Group in Saint Louis, MO and has over 4 years of experience in the finance industry. Klicken Sie auf Alle ablehnen, wenn Sie nicht mchten, dass wir und unsere Partner Cookies und personenbezogene Daten fr diese zustzlichen Zwecke verwenden. a5?|Ozd2R"|-Gwz.yzt1 0 endobj Being appointed Co-Executor and Co-Trustee of my fathers estate at age 27. This information is available in the PitchBook Platform. /Count 22 Hill Investment Group Partners, LLC is a leading evidence-based investment advisor for successful individuals, families, qualified retirement plans, trusts, >> Get competitive proposals from multiple advisors. >? Hill Investment Group is a firm with its principal office and place of business in St Louis, MO. The initial consultation provides an overview of financial planning concepts. stream of experience in the finance industry. endobj WebAt Hill Investment Group we are students of great service, lifelong learners and relentless improvers, using our unique abilities to delight our clients and colleagues. /Name /ExpertPdf_klbfiomkdleikpgkbdjmkdeikocnmfid Kryptonite or rocket fuel? 1 0 obj The firm's service areas Get the full list, Morningstar Institutional Equity Research, Partner, Head of Business Development & Financial Planning Committee Member. /Length 118 What recent bank failures may mean for investors. We will receive your contacts information and may reach out to them directly. Take the Hill Investment Group manages $798.0 million and provides Hillfolio is an online investing platform that Together we enjoy Corny the 300-pound pig, Teddy the hypoallergenic Yorkie, and Thumper the magical rabbit. All rights reserved. Data feeds used for advisors pages may be delayed; please also refer to (1:35), When the unexpected happens, most people want to know Will my family be ok? Watch this stirring and provocative video that helps explain the power of being well protected. You retain the sole and absolute discretion to retain or not to retain any financial firm, and Indyfin is not in a position to determine whether a particular financial firm is appropriate for your specific financial situation. /MediaBox [0.00000 0.00000 793.50000 1008.00000] It has been registered with the SEC Giving every client the power of our entire network, every time. 28 0 obj /Type /Pages 312052 | Missouri | Last Form ADV Filed on 31 Oct 2022 | Registration: SEC Summary Details Identifying Information CRD Max 250 characters. Through our strategic alliance with Case Central, LLC, we can help optimize your tax strategy to improve your retirement plan. Your request has been successfully submitted. You review the proposals you receive and decide if youd like to have a follow-up call with one or more of the financial advisors. Please refer to the advisor's personal website or to FINRAs BrokerCheck website for additional details. Background and qualification information is available at FINRA's BrokerCheck website. The best way to use Wealthminder is to take advantage of our free proposal system. Please do not submit account or other confidential information via this form. As such, all users of this Website expressly agree to the following: YOUR USE OF THIS WEBSITE IS AT YOUR SOLE RISK. WebOur team seeks to exceed expectations by understanding your needs and implementing strategies tailored to your specific goals. If you know someone who could benefit from personalized advice to reach their goals, wed like to help. WebHill Investment Group operates as a financial advisory company located in Saint Louis, Missouri. The reviews and ratings by a verified firm's or verified advisor's clients are solely for your informational purposes only, and reflects the experience and opinion of such clients. >> WebThe Hill Investment Group William Blair Private Wealth Management With more than 100 years of combined investment experience, The Hill Investment Group of William Blair has helped guide clients through a wide range of market and economic cycles. We rely on decades of academic research into how markets work to guide our thinking. WebFORM ADV UNIFORM APPLICATION FOR INVESTMENT ADVISER REGISTRATION AND REPORT BY EXEMPT REPORTING ADVISERS Primary Business Name: HILL Gauge your retirement readiness and see where you stand. Fees are not specifically payable in consideration of any "endorsement" Indyfin may have ascribed to a financial firm, as Indyfin "endorsements" are conferred based on standardized and automated factors without regard to any financial firm compensation to Indyfin. /Producer (ExpertPdf v9.2.2) See how personal financial advice can help you stay on track at: www.ameriprise.com/experience/talk. Description. Now you can improve your odds of success by taking advantage of an investment strategy that was previously available only to institutions and the wealthiest investors. G~99ts4Gfgm~! WebHill Investment Group is a financial advisory firm with headquarters in Saint Louis, MO serving the financial needs of clients across 13 states (or territories). <> Do you have other connections who may benefit from working with us? << /Filter /FlateDecode (3:39), People buy insurance at various stages of life. Ortiz World Wealth in Whittier, CA and has To learn more, view our Privacy Notices on the Ameriprise.com Privacy, Security & Fraud Center. WebHILL INVESTMENT GROUP ( CRD # 136452/SEC#:801-64551 ) HILL INVESTMENT GROUP, HILL INVESTMENT GROUP, LLC, HILLFOLIO, HILLTOP View latest Form 839 0 obj <> endobj Andrew Hill Investment Advisors is a large advisory firm with 124 clients and discretionary assets under management (AUM) of $152,880,000 (Form ADV from 2022-04-07). One of the best ways to do that is through family vacationsin the photo above our kids remind me every day to embrace the opportunity ahead by jumping into lifeyou may get a little wet, but its worth it! However, the compensation paid by a financial firm to Indyfin creates a material conflict of interest of which prospective clients of a financial firm should be aware. Member FINRA and SIPC. >> >> You are encouraged to independently verify all information you deem relevant when evaluating a financial firm or advisor. WebConnect with an advisor today. FINRA and SIPC. Our mission is to provide the families and businesses we serve with innovative financial strategies, solutions, and planning that result in financial clarity and security. "I draw upon J.P. Morgans resources, including bankers, analysts and economists, to help my clients meet their goals." You should always consult an attorney or tax professional regarding your specific legal or tax situation. In response to the COVID19 pandemic, Learn the science behind our approach by exploring what 90 years of market data tells us about investing. We will only use the information you are providing to send offers we believe are relevant to you and, if you become a client, to send you information about your accounts. This Website is designed to serve as an educational tool to assist and inform potential clients about independent and unaffiliated firms and advisors, and should not be the sole means by which a prospective client evaluates the suitability of any particular firm or advisor. 859 0 obj <>/Filter/FlateDecode/ID[<32F42D6E9E8A5546BC351CCE91ED6640><3D3376BE1A7F8C488DF0D3264BD3C3FF>]/Index[839 31]/Info 838 0 R/Length 100/Prev 358062/Root 840 0 R/Size 870/Type/XRef/W[1 3 1]>>stream Unclaimed, unverified listings have been included as a courtesy, and Indyfin has not received any fee from either unverified financial firms or unverified financial advisors whose profiles may appear on this Website. We customize a plan to fit your individual and family needs, as well as the needs of your small or large business. (zcGpGG@{%@,c !f` #FAc Xf DX&ui! 3 0 obj /PageMode /UseNone Let's meet to discuss what's most important to you. As of the date of the firm's most recently-filed Form ADV, the firm reported >> We review our clients wills, estate plans/trusts, taxes and insurance We believe no two investors are alike. fX@Rx /Length 4034 LE,?|bs4N(fa$,;|N3t=P? WebHill Investment Group General Information. /Type /Catalog << In 2017, the firm launched Hillfolio, a groundbreaking investment model that uses evidence-based strategies to deliver premium services to clients with investable assets of more than $200,000. Updated on Privacy and Security Center, Website endobj /ExpertPdf_klbfiomkdleikpgkbdjmkdeikocnmfid 26 0 R Though Indyfin is a registered investment adviser, the non-interactive portions of this Website, including the listing of firm and advisor profiles, should not be construed as providing any investment, financial, legal, compliance, tax, or other professional advice, and nothing contained herein should be construed as an offer to sell or the solicitation of an offer to buy any security or other financial product. WebGregory Wilson (CRD# 6849983) is an Investment Advisor Representative working at Ortiz World Wealth in Whittier, CA and has over 4 years of experience in the finance industry. 2023 Ameriprise Financial, Inc. All rights reserved. /FitWindow false January 15, 2021; Merrill advisor with $440 million in assets affiliates with LPL. Client feedback unlocks your independently verified Indyfin profile and enrolls in the Indyfin Referral Program. This information is authorized for use when preceded or accompanied by a current annuity prospectus. We care about your priorities and maintain consistent communication and follow-through. Trial by fire. website rules and regulations | Company Hill Investment Group. /Pages 2 0 R stream Once all of your assets have arrived, well implement your new portfolio and manage your investments so you dont have to. Find out why it may be optimal to buy it when youre young. Ameriprise Financial, Inc. and its affiliates do not offer tax or legal advice. Historically finding and hiring a financial advisor was hard. .\\ 0 Our firm takes pride in providing comprehensive retirement planning services to our clients. (3:34), This 3-minute video helps clients understand how changes made to retirement plans by the SECURE Act could impact their legacy planning, and what they can do to make sure their money goes where they want it to go. WebAdvisor at Hill Investment Group. Prospective clients of a financial firm are highly encouraged to read such financial firms Form ADV Part 2 brochure, and, if applicable, Form CRS relationship summary. (3:21), Get the outlook on home sales, home prices and mortgage rates from Ameriprise Financial Chief Economist Russell Price. endobj SEC.gov endobj /NonFullScreenBehavior /UseNone Wenn Sie Ihre Auswahl anpassen mchten, klicken Sie auf Datenschutzeinstellungen verwalten. To view this video please enable JavaScript, and consider upgrading to a web browser that Hillfolio is a registered DBA (doing business as) of Hill Investment Group Partners, LLC; an SEC-registered investment advisor. Tax strategies are an important part of any financial plan throughout the year, not just in April. << WebOur investment philosophy is grounded in the science of investing and has decades of research to support it. /PageLayout /OneColumn /XObject << supports HTML5 video, In light of recent bank failures, its important to take a long-term view. /ExpertPdf_hodnmkpalhhikkgipmjicmdhchjgajmc 31 0 R /Parent 2 0 R Buddy is passionate about giving back to the community and has taken a leadership role in St. Louis and beyond, serving on numerous boards of trustees and committees for organizations across the health, education, and arts sectors including: Princeton University, Mary Institute & St. Louis Country Day School, The Nature Conservancy, The St. Louis Art Museum, COCA, The St. Louis Zoo, and three local childrens hospitals: Ranken Jordan, Cardinal Glennon, and St. Louis Childrens Hospital. Ameriprise Financial Services, LLC. The Ameriprise Client Experience Award is earned by a practice based on three measurable statistics that reflect the value of goal-based advice to our clients: client experience rating; percentage of clients over a certain asset level in advice relationships; and, once the practice has exceeded a minimum amount of net flows, the percentage of net flows derived from assets under management. No matter your investment objectives, we work together to design a portfolio that best suits your unique financial situation. /ExpertPdf_pejefenofkpokghcbppphlkpcbkjbepf 32 0 R After signing a few simple forms, your assets will transfer. He splits his time between evaluating potential new families for the firm and coordinating high-level services for our clients. Investment advice may only be rendered through the interactive portion of this Website after all requested information has been supplied by a Website user. CALL: 855-414-5500EMAIL: pj@hillinvestmentgroup.com Schedule a Call. Answering 3 simple questions prepares our team to assess your goals and discuss a personalized plan. Feel free to let them know in advance that we will be reaching out. /ExpertPdf_ncmfbipdlfnokgiobafjajmcpbaldmlb 30 0 R Sleep in until 8:00 a.m., have breakfast with my wife and kids, workout or go for a bike ride with my family, cook together, eat together. CFI is a dual-registrant, in that it is registered as both a broker/dealer and registered investment advisor with the SEC. Weitere Informationen ber die Verwendung Ihrer personenbezogenen Daten finden Sie in unserer Datenschutzerklrung und unserer Cookie-Richtlinie. Ameriprise Financial Services, LLC. All firms and advisors listed on the Website are independent from and unaffiliated with Indyfin. Its a conversation focused on your needs - with no hidden agenda or sales pitches. All information and ideas should be discussed in detail with your individual adviser prior to implementation. 26 0 obj The average advisor to client ratio is 1 advisor per 32 client(s), but advisors may work with a higher or lower number of clients based on firm practices. >> /Contents [27 0 R] << Youre viewing 5 of 8 team members. Indyfin and/or a verified financial firm may have contacted a verified financial firms clients to leave a review and rating, or a verified financial firms client may have independently elected to post a review and rating of their own volition. /ExpertPdf_aedjebladkegkemcpkfggbcbldbccamd 34 0 R Verified profiles also contain information supplied by the firm or individual advisor(s) within such firms, and do not necessarily reflect the views of Indyfin or its staff. Exclusive rights to this material belongs to GPS. WebPart 2A of Form ADV: Firm Brochure Item 1 Cover Page Christ Joseph Zomaya 3303 Harbor Blvd #D7, Costa Mesa, CA 92626 (714) 486-2720 66 and 79 (Investment Banking) WebHill Investment Group is a firm with its principal office and place of business in St Louis, MO. The Hillfolio team helps you become the confident, patient, disciplined investor you know you deserve to be. 2. /ProcSet [/PDF /Text /ImageC] This website will also search FINRA's BrokerCheck HILL INVESTMENT GROUP CRD No. A percentage of assets under your management, Fixed fees (other than subscription fees), Portfolio management for individuals and/or small businesses. >> << _ #^&So2d|xqLn0\qWa`p ;@G jHs00hQ 2 << As of the date of the firm's most recently-filed Form ADV, the firm reported $797,972,547 in regulatory assets under management. Such experiences and opinions may differ from client to client, and may differ from your experience and opinion should you choose to retain such a financial firm. /Font << Content should not be viewed as an offer to buy or sell any of the securities mentioned or as legal or tax advice. We create your portfolio using either lower-cost ETFs or mutual funds. If Im not happy, how can I be expected to help make our clients happy? % (12:49). Mobile access for individual advisory clients of Hill Investment Group. To view this video please enable JavaScript, and consider upgrading to a web browser that View account information, check balances, and easily contact your team at Hill. Request proposals for help with your financial concerns. Throughout the process, you maintain control. John Reagan has taken additional exams to become a Certified Financial Planner (CFP).CFP professionals must pass the comprehensive CFP Certification Examination, /HideToolbar false <> Andrew Hill Investment seconds. Diamond Hill Investment Group (NASDAQ:DHIL) Shares Cross Above Fifty Day Moving Average of $180.24 12/28/2022 - Ticker Report Short Interest in Diamond Hill Investment Group, Inc. (NASDAQ:DHIL) Grows By 12.8% 12/18/2022 - Zolmax Short Interest in Diamond Hill Investment Group, Inc. (NASDAQ:DHIL) Grows By 12.8% Indyfin has endeavored to independently verify only certain information supplied by verified financial firms and/or advisors (to the extent such information can be independently verified), but cannot and does not guarantee or warrant the accuracy or completeness of any information contained herein. If a financial advisor is interested in your business, they will submit a proposal to you. To maintain a verified listing on this Website, a financial firm must pay a fee to Indyfin. Wealthminder was built to make the process much easier. Advice based on your goals, and no one elses. Ameriprise.com Privacy, Security & Fraud Center, corporate entities and important disclosures. With investment research focused primarily in Industrial, Aerospace and Transportation, Hill Citys investment strategy is characterized by a long-duration My mom is the creator of the popular Vivienne Romano Cheese Dressing, which is offered throughout the country and online at http://www.vivienne.com/, The importance of eating dinner with your family however brief the meal as often as possible, Shark Fitness Bootcamp, Fitness Formula and TFitwell. But Ill be ready! We begin with whats most important to youfrom goals that can include retirement or education, to a major purchase like a second home. Founded in 2005, Hill Investment Group is an advisory firm based in Saint Louis, Missouri. << Founded in 2005, Hill Investment Group is an advisory firm based in Saint Louis, Missouri. Indyfin is the investor experience platform that is redefining the way consumers find, research, review, and interact with financial advisors. In order to help each client meet their financial goals, we use a personalized approach to investing. Opinions expressed herein are solely those of Legacy Investment Services, LLC and our editorial staff. (0:30). stream The team includes Dan Furhman, vice president, wealth advisor; Gary Garabedian, wealth advisor; Bob Hill, wealth advisor; and Michele McMahon, client relationship associate. Were proud of what we do, and all that our clients have accomplished. Invest with the odds of success on your side. Hillfolio is a registered DBA (doing business as) of Hill Investment Group Partners, LLC; an SEC-registered investment advisor. During the initial conversation, well discuss your financial goals, needs and the personalized advice I provide if you decide to work with us. Hill Investment Group handles $676.1 million in assets throughout 931 4th Floor. Boston, Massachusetts 02110. All Rights Reserved. endstream endobj startxref (2:48), How will the ups and downs of the market affect your retirement portfolio? We provide investment, asset allocation and portfolio recommendations based on your individual goals and personal risk tolerance. An ERA is required to file a report using Form ADV, but does not complete all items contained in Form ADV that a registered adviser must complete. This website, the contents of this page, and any additional hyperlinked pages or pop-up windows (collectively, this "Website") have been primarily derived from Form ADV and/or Form U4, as reported by the referenced firm and/or advisor as well as publicly-available information reported to the Investment Adviser Public Disclosure website ("IAPD"). Watch this video to see how the RiverSource Structured SolutionsSM annuity help give you the confidence to stay invested. This recognition is a testament to the loyalty of our clients, the dedication of the entire Hill Advisor Group team and the great experience we work so hard to provide for our clients every day. contact us Websubsidiary of Diamond Hill Investment Group, Inc. (DHIL, the parent , or the parent company), a publicly traded company listed on NASDAQ and trading under the ticker symbol DHIL. Experience has taught me that a strong family connection is not only fun and rewarding but provides the best foundation for helping others achieve the same thing. Their last reported 13F filing for Q3 2022 included $73,690,000 in managed 13F securities and a top 10 holdings concentration of 52.25%. WebHill Investment Group (CRD# 136452) is a financial advisory firm headquartered in Saint Louis, MO. While this work strengthens Buddys local community, it also makes him a more valuable advisor for Hill Investment Group client families, many of whom wish to safely and smartly incorporate philanthropy into their financial legacy. 1 0 obj All written content on this site is for information purposes only. Hill Investment Group, registered in 2021, serves 18 state (s) with a licensed staff of 13 advisors. supports HTML5 video, Everyone has opinions about the current economy. hbbd```b``>"W8"LLIQ &cdX8DMM t_| $?-? You have been idle and will be logged out in %PDF-1.6 % Unauthorized use of the material is prohibited. 50 Rowes Wharf. Our Advisor search, matchmaking and easy-to-read profiles help you find your perfect match. Churchill Management Group is a sophisticated wealth management firm focused on investment management and financial planning. 2 0 obj /Type /XObject Your referral will hear from us soon. over 4 years Gregory Wilson (CRD# 6849983) is an Investment Advisor Representative working at The presence of this web site shall in no way be construed or interpreted as a solicitation to sell or offer to sell advisory services to any residents of any State other than the State of California or where otherwise legally permitted. While this work strengthens Buddys local community, it also makes him a more valuable advisor for Hill Investment Group client families, many of whom wish to safely and smartly incorporate philanthropy into their financial legacy. b84@U WE EXPRESSLY DISCLAIM ALL WARRANTIES OF ANY KIND, WHETHER EXPRESS OR IMPLIED, INCLUDING, BUT NOT LIMITED TO, ANY WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR USE OR PURPOSE, NON-INFRINGEMENT, TITLE, AND ACCURACY OF INFORMATION. about email fraud. Other state securities 7701 Forsyth Boulevard St Louis, MO 63105. CALL: 855-414-5500EMAIL: pj@hillinvestmentgroup.com Schedule a Call. %Generated by ExpertPdf v9.2.2 Making strong commitments to our clients and building life-long relationships are tenets of success at Legacy Investment Services, LLC. Insurance products and services are offered through Legacy Financial and Insurance Services, LLC, an affiliated company. Wealthminder is a database of every Investment Advisor Representative in the country. WebHill Advisor Group - Atlanta, GA: Ameriprise Hill Advisor Group A financial advisory practice of Ameriprise Financial Services, LLC Refer a friend Request consultation }0cU(Jr MT=9ZQe"gtI"3dfc ;Oc7jUC*[~]nl#7m=I3%,XXxkpWC,\ ,"p=`CUJpOb~s _vuxuWwR-?]}]T_qwZr,oS?t=xgvB~ )#S My wife Jeana and I have three amazing (arent yours?) >> Take the long View and Hillfolio are registered trademarks and property of Hill Investment Group Partners, LLC . WebJohn Reagan (CRD# 5556751) is an Investment Advisor Representative working at Hill Investment Group in Saint Louis, MO and has over 14 years of experience in the finance industry. We then monitor it regularly and rebalance it when needed. 3 0 obj 869 0 obj <>stream WebDevin Hill Devin HillExecutive DirectorWealth Advisor. They are a constant inspiration and reminder to take nothing for granted ever. 1722 Routh St., Suite 900 Dallas, TX 75201, Investment Advisor Public Disclosure - SEC, Hill Investment Group has not reported any disclosures in its Form ADV as of the date of its most recent filing. x33 mnig Provides clients advice and ideas based on their needs and goals, helping them reach their desired results. /Resources << % Our mission is to provide the families and businesses we serve with innovative financial strategies, solutions and planning that result in financial clarity, security and overall financial health. >> WebBARDIN HILL INVESTMENT PARTNERS LP ( CRD # 282371/SEC#:801-107221 ) Show All 28. Win whats next. /ProcSet [/PDF /Text /ImageC] WebHillfolio is an online investing platform that provides institutional-quality investment strategies for individuals and families. Users of this site agree to be bound by the terms of the Ameriprise Financial Website Rules and Regulations.Investment advisory products and services are made available through Ameriprise Financial Services, LLC, a registered investment adviser.Ameriprise Financial Services, LLC. and well try to help! Take the long View and Hillfolio are registered trademarks and property of Hill Investment Group Partners, LLC . <>/ProcSet[/PDF/Text/ImageB/ImageC/ImageI] >>/MediaBox[ 0 0 612 792] /Contents 4 0 R/Group<>/Tabs/S/StructParents 0>> 2 0 obj x\[o:~/@37 M=IN}@h[n#m)SRV>Z\A26bfur;^?pC~;t8(_}:aOg :4hIDp0AcSxA'{z8Y{tGQV#(U`M?6En\>Yah'7#|J3=RvlG10{$% Case Central is a team of CERTIFIED FINANCIAL Legacy Investment Services, LLC, a state registered investment advisor serving Rancho Cucamonga, California and surrounding communities, provides financial planning and asset management. WebAn ERA is required to file a report using Form ADV, but does not complete all items contained in Form ADV that a registered adviser must complete. (617) 654-2263. With my wife and kids. Please see our Full Disclosure for important details. As of the date of Hill Investment Group most recently-filed Form ADV, the firm reported that it managed these assets across 426 client(s), which gives the firm an average client size of $1,873,174. Meet our people Our work is never finished. We offer curated materials and custom communications to help you stay focused on your long-term goals. A financial advisory practice of Ameriprise Financial Services, LLC. By using this website, you understand the information being presented is provided for informational purposes only and agree to our Terms of Use and Privacy Policy.