Julia
Humphrey

Hill Investment Group

CRD#6311134
Investment Advisor
in Saint Louis, MO

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About this Advisor

Julia Humphrey is a financial advisor operating in Saint Louis, Missouri, who has 1 year of relevant experience. Humphrey currently works for Hill Investment Group. During their career, the advisor has held roles at Hobby Lobby, Emerald Spectrum Advisory, Commonwealth Financial Network and Hill Investment Group Partners, LLC. Humphrey holds a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and can operate in Missouri, Tennessee and Texas. Hill Investment Group is an advisory firm headquartered in Saint Louis, MO. The investment advisory business has offices in three locations and a total of 16 employees. It controls $839 million in total assets among its 445 customer accounts, making it one of the bigger firms in the nation by assets under management. Of its 445 customer accounts, 46% belong to high-net-worth individuals who have at least $1 million in investable assets. The company provides a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and other services. Financial advisory fees typically are based on which services are provided. However, fees billed by Hill Investment Group can include asset-based and fixed fees.

Certifications and Registrations

Series 66

Years Registered*

1 year

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

7701 Forsyth Boulevard Suite 350
Saint Louis, MO 63105

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Hill Investment Group Brokerage Details

Total Assets Under Management

$838,909,352

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

16

MO Average: 458
Total Number of Accounts

445

MO Average: 33,415
Average Account Size

$1,885,190

MO 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

Julia Humphrey Work History

Julia has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

Hill Investment Group Partners, LLC

2022 - Present (2 years)

Emerald Spectrum Advisory

2019 - 2022 (3 years)

Commonwealth Financial Network

2018 - 2019 (1 year)

Commonwealth Financial Network

2018 - 2022 (4 years)

Emerald Spectrum Advisory

2017 - 2018 (1 year)

Commonwealth Financial Network

2014 - 2018 (4 years)

Emerald Spectrum Advisory

2012 - 2014 (2 years)

Hobby Lobby

*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 Julia Humphrey 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
Nell Schiffer
Saint Louis, MO
John Reagan
Saint Louis, MO
Julia Humphrey
Saint Louis, MO
Patrick Mcdaniel
Saint Louis, MO
Matthew Zenz
New York, NY
Walter Reisinger
Saint Louis, MO
Charles Kafoglis
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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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