Matthew
Zenz

Hill Investment Group

CRD#6871610
Investment Advisor
in New York, NY

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About this Advisor

Matthew Zenz is a financial advisor based in New York, New York who has 2 years of industry experience. Zenz is an advisor for Hill Investment Group. Their career trajectory has included roles at Dimensional Fund Advisors, Harvard Business School, General Electric, Ohio State University, Stone Ridge Asset Management, Stone Ridge Securities LLC, S.E.E.D. Planning Group, LLC, Na, Hill Investment Group Partners and Hill Investment Group. Zenz maintains Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and can advise clients in Missouri, New York and Texas. Hill Investment Group is a business that has its headquarters in Saint Louis, MO. It has offices in three locations and a total of 16 advisors. It manages $839 million in assets between its 445 accounts, making it one of the larger financial advisory firms in the country by assets under management. Of its 445 client accounts, 46% belong to high-net-worth investors who have at least $1 million in investable assets. Hill Investment Group provides a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and other services. A financial advisor's fees largely vary depending on which services the firm provides the client. However, fee types billed by Hill Investment Group most likely include asset-based and fixed fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

2 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Other

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

New York, NY

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Hill Investment Group Brokerage Details

Total Assets Under Management

$838,909,352

NY Average: $11,469,110,461
Total Number of Employees

16

NY Average: 458
Total Number of Accounts

445

NY Average: 33,415
Average Account Size

$1,885,190

NY Average: $343,232

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

Matthew Zenz Work History

Matthew has been registered as a financial advisor for 2 years.*

2021 - Present (3 years)

S.E.E.D. Planning Group, LLC

2021 - Present (3 years)

Hill Investment Group Partners

2021 - Present (3 years)

Hill Investment Group

2020 - Present (4 years)

Stone Ridge Securities LLC

2021 - 2021 (< 1 year)

Na

2020 - 2020 (< 1 year)

Stone Ridge Asset Management

2015 - 2019 (4 years)

Dimensional Fund Advisors

2013 - 2015 (2 years)

Harvard Business School

2011 - 2013 (2 years)

Ohio State University

2010 - 2013 (3 years)

General Electric

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Matthew Zenz 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

Britt Myszka
Brentwood, TN
Julia Humphrey
Saint Louis, MO
Nell Schiffer
Saint Louis, MO
John Reagan
Saint Louis, MO
Patrick Mcdaniel
Saint Louis, MO
Matthew Zenz
New York, NY
Walter Reisinger
Saint Louis, MO
Abigail Wiss
Saint Louis, MO

The content in this profile was updated by SmartAsset on 4/16/2023. 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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