Charles
Kafoglis
Hill Investment Group
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About this Advisor
Charles Kafoglis is a financial advisor based in Saint Louis, Missouri, working with Hill Investment Group. Charles has previously held positions at Incarnate Word Academy and Hill Investment Group Partners. Charles has passed the Series 65 regulatory exam and is registered to provide services in Missouri and Texas. Currently, Charles is part of Hill Investment Group, which operates out of Saint Louis, Missouri. The firm has 4 offices and 16 employees. The firm manages assets totaling $971.1 million and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, and other services. The fee structure at Hill Investment Group includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Hill Investment Group Brokerage Details
$971,114,078
16
1,475
$658,382
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Other
Charles Kafoglis Work History
Hill Investment Group Partners
Incarnate Word Academy
Disclosures
Please visit the SEC profile of Charles Kafoglis to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Hill Investment Group
Saint Louis, MO
New York, NY
Saint Louis, MO
Saint Louis, MO
Austin, TX
Saint Louis, MO
Houston, TX
Saint Louis, MO
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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