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James Robert Hill

J.R. HILL & ASSOCIATES, INC.·PEPPER PIKE, Ohio
Unclaimed Profile
29225 CHAGRIN BLVD., PEPPER PIKE, OH 44122CRD# 2380585Firm CRD# 127391
01

About

James Robert Hill is a registered financial advisor based in PEPPER PIKE, Ohio, affiliated with J.R. HILL & ASSOCIATES, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
PEAK WEALTH SOLUTIONS, INC.
PEAK WEALTH SOLUTIONS
AUM
$658M
Regulatory assets under management
Employees
11
Total firm employees
View all advisors at PEAK WEALTH SOLUTIONS, INC. →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Other: SEMINAR FEES
Regulatory
SEC/IARD CRD# 2380585
Firm CRD# 127391
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does James Robert Hill offer?
James Robert Hill specializes in Financial Planning, Investment Management. Contact their office in PEPPER PIKE, Ohio for a consultation.
What are James Robert Hill's credentials?
James Robert Hill is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is James Robert Hill located?
James Robert Hill is based in PEPPER PIKE, Ohio, working with J.R. HILL & ASSOCIATES, INC.. Their office serves clients in the PEPPER PIKE metropolitan area and surrounding communities.
How does James Robert Hill charge for services?
James Robert Hill's firm is compensated through percentage of aum, hourly charges, subscription fees, other: seminar fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is J.R. HILL & ASSOCIATES, INC.?
J.R. HILL & ASSOCIATES, INC. has approximately 11 employees and manages $658M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Ohio
CINCINNATI (755)CLEVELAND (395)COLUMBUS (392)BEACHWOOD (138)DUBLIN (93)
City Guides
CINCINNATI GuideCLEVELAND GuideCOLUMBUS GuideBEACHWOOD GuideDUBLIN Guide
Research
Advisor Fees in OhioNational Fee Analysis
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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
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