PARK HILL FINANCIAL PLANNING & INVESTMENT MANAGEMENT, LLC

PARK HILL FINANCIAL PLANNING & INVESTMENT MANAGEMENT, LLC is an SEC-registered investment adviser (CRD 326639). Regulatory assets under management: $69.3M.

Registration

• CRD: 326639
• Type: Registered investment adviser
• Phone: 630-730-7071
• Latest filing: 2026-01-07
• Regulatory AUM: $69.3M
• Discretionary AUM: $69.3M
• Clients: 1
• Accounts: 105

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 326639 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search