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Robert Phillip Hill

Check Capital Management Inc.

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About Robert Phillip Hill

Robert Phillip Hill is a registered Investment Advisor Representative with Check Capital Management Inc. Robert has been with the firm since April 2008. Robert is registered in California and holds a Series 65 license. Robert specializes in providing financial planning, portfolio management for individuals and portfolio management for investment companies.

Firm Information

Robert Hill is currently registered with Check Capital Management Inc.. Check Capital Management Inc. is an investment advisor headquartered in Costa Mesa, CA. The firm provides financial planning and portfolio management services to individuals, investment companies, and corporations. They manage approximately $1.73 billion in assets for 2,142 clients. Check Capital's services include a wrap fee program.
Check Capital Management Inc.

575 ANTON BLVD

COSTA MESA, CA 92626-7685

$1.74B

Assets Under Management

Not reported

Total Clients

9

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Robert Hill’s Registration & Firm History

CA

06/22/2009 - Present

Check Capital Management Inc. (COSTA MESA CA)

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Licenses & Designations

IA

Issued 06/20/2009

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Robert Phillip Hill.
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