HILLTOP WEALTH SOLUTIONS

527 Park Place
Suite 100
Mishawaka, Indiana 46545
Tel: 574-889-7526

About HILLTOP WEALTH SOLUTIONS

HILLTOP WEALTH SOLUTIONS, formally registered with the SEC as HILLTOP WEALTH SOLUTIONS. The firm was established in 05/10/2019. They have over 5 offices throughout the country.

HILLTOP WEALTH SOLUTIONS is a Mishawaka, Indiana based Financial Planning firm with nearly $317,321,839 assets under management, offering retirement planning & investment advisory services to 1954 clients. The firm is staffed with 10 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	290981
SEC#	801-115255
Assets Managed by Firm	$317,321,839
No. of Clients	1954
No. of Advisors	10

Fee Structure

A Percentage of AUM
Hourly charges
Fixed Fees
Commision Based

Advisory Services Provided

Financial Planning
Portfolio Management for Individuals
Pension Consulting Services
Educational Seminars/ Workshops

Firm Client Information

	No. of Clients	AUM
Firm Total	1954	$317,321,839
Individuals (other than high net worth individuals)	672	$235,100,337
High net worth individuals	87	$82,000,000
Pension and profit sharing plans		$194,162
Charitable organizations	Fewer than 5 clients	$27,340

Inquire with HILLTOP WEALTH SOLUTIONS

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