Roger
Hill

Clifford Capital Partners, LLC

CRD#3215298
Investment Advisor
in Alpine, UT

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About this Advisor

Roger Hill is a financial advisor operating in Alpine, Utah who has 4 years of industry experience. Hill is an advisor for Clifford Capital Partners, LLC. Throughout their career, Hill has worked at Clifford Capital Partners, First Dominion Capital Corp, Foreside Fund Services, LLC and William Blair And Company, L.L.C. Hill maintains Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is approved to operate in Utah. Clifford Capital Partners, LLC is a financial advisory company headquartered in Alpine, UT. It has $342 million in assets across its 193 accounts, making it one of the mid-sized firms in the nation by assets under management. The firm provides financial advice to 13 charities and foundations. Of its 193 client accounts, 84% are associated with high-net-worth investors who have at least $1 million in assets available to invest. The company provides a wide assortment of services, including portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for institutional clients and other services. A financial advisor's fees typically depend on which services are provided. Fee types charged by Clifford Capital Partners, LLC typically consist of asset-based fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

4 years

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for investment companies, Portfolio management for businesses or institutional clients, Other

Fee Structure

Percentage of Assets

Office Location

363 S. Main Street Suite #101
Alpine, UT 84004

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Clifford Capital Partners, LLC Brokerage Details

Total Assets Under Management

$342,218,195

UT Average: $693,624,108
Total Number of Employees

10

UT Average: 12
Total Number of Accounts

193

UT Average: 1,115
Average Account Size

$1,773,151

UT Average: $622,084

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for businesses or institutional clients
  • Other

Roger Hill Work History

Roger has been registered as a financial advisor for 4 years.*

2022 - Present (2 years)

Foreside Fund Services, LLC

2019 - Present (5 years)

Clifford Capital Partners

2019 - 2021 (2 years)

First Dominion Capital Corp

2004 - 2019 (15 years)

William Blair And Company, L.L.C

*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 Roger Hill 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 Clifford Capital Partners, LLC

David Passey
Alpine, UT
Ryan Batchelor
Alpine, UT
Louis Fetch
Alpine, UT
Allan Nichols
Alpine, UT
Roger Hill
Alpine, UT
Wayne Pierson
Alpine, UT

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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