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HILLCREST FINANCIAL GROUP
515 Marin Street
Suite 406
Thousand Oaks, California 91360
Tel: (805) 373-8686
About HILLCREST FINANCIAL GROUP
HILLCREST FINANCIAL GROUP, formally registered with the SEC as HILLCREST FINANCIAL GROUP. The firm was established in 01/04/2022. They have over 1 offices throughout the country.
HILLCREST FINANCIAL GROUP is a Thousand Oaks, California based Financial Planning firm with nearly $470,750,000 assets under management, offering retirement planning & investment advisory services to 1050 clients. The firm is staffed with 6 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 317862 |
| SEC# | 801-122983 |
| Assets Managed by Firm | $470,750,000 |
| No. of Clients | 1050 |
| No. of Advisors | 6 |
Fee Structure
- A percentage of AUM
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1050 | $470,750,000 |
| Individuals (other than high net worth individuals) | 209 | $117,600,000 |
| High net worth individuals | 123 | $353,150,000 |
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