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

More Retirement Planning firms in Thousand Oaks, California:

Firm Name	Assets Under Management	Total Clients	Total Advisors

Explore More Retirement Advisors in Thousand Oaks, California

RetirementPlanning.net is a wholly-owned brand of the Respond.com Inc. ("Respond") family. Respond is registered with the U.S. Securities and Exchange Commission as an investment adviser, and operates through various subsidiaries and brands that provide financial education. RetirementPlanning.net matches and refers investors to qualified financial professionals that have elected to participate in our matching platform. RetirementPlanning.net, Respond, and Respond's other subsidiaries and brands do not manage investor assets or otherwise render investment or financial planning advice beyond the referral of investors to qualified financial professionals. By using this website, you agree to our terms and conditions.