HILLTOP WEALTH & TAX SOLUTIONS

4100 Edison Lakes Parkway
Suite 225
Mishawaka, Indiana 46545
Tel: 574-889-7526

About HILLTOP WEALTH & TAX SOLUTIONS

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

HILLTOP WEALTH & TAX SOLUTIONS is a Mishawaka, Indiana based Financial Planning firm with nearly $407,132,602 assets under management, offering retirement planning & investment advisory services to 2495 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	$407,132,602
No. of Clients	2495
No. of Advisors	10

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees
Commission Based

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services
Education seminars/workshops

Firm Client Information

	No. of Clients	AUM
Firm Total	2495	$407,132,602
Individuals (other than high net worth individuals)	671	$194,953,451
High net worth individuals	119	$207,666,989
Pension and profit sharing plans	3	$354,940
Charitable organizations	5	$2,557,486
Corporations or other businesses	1	$1,599,736

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