CRD: 164682
RJ Hill's Financial Services, LLC
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Request a Free TrialFirm Details
- Custodian
- Altruist
- Clients
- Retail
- Platforms
- Available
- Established Date
- 08-21-2012
- Office Locations
- 1
Office Locations
About RJ Hill's Financial Services, LLC
RJ Hill’s Financial Services is a Wisconsin-based advisory serving local individuals, families, and small businesses with financial planning, tax and estate planning, insurance, and ongoing investment management. The firm emphasizes asset allocation and risk management and commonly uses public funds/mutual funds. Differentiators include roots in 1970s tax work for Wisconsin dairy farmers and its Wealthiways webinar education platform; custody includes Altruist.
Team overview
Insights
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
MARLEEN KAY THUDIUM
Chief Compliance Officer, Managing Member
- CRD
- #2999533
- Ownership
- 75% or more
HERBERT H. ROSE
Founder
- CRD
- --
- Ownership
- 10% but less than 25%
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,048,672 | -- |
| Non-Discretionary | $3,356,444 | -- |
| Total | $4,405,116 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Other | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
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