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HILL COUNTRY GROUP
2 Spencer Road
Suite 102
Boerne, Texas 78006
Tel: 830-815-2000
About HILL COUNTRY GROUP
HILL COUNTRY GROUP, formally registered with the SEC as HILL COUNTRY GROUP. The firm was established in 11/16/2021. They have over 1 offices throughout the country.
HILL COUNTRY GROUP is a Boerne, Texas based Financial Planning firm with nearly $179,605,864 assets under management, offering retirement planning & investment advisory services to 506 clients. The firm is staffed with 6 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 307376 |
| SEC# | 801-122675 |
| Assets Managed by Firm | $179,605,864 |
| No. of Clients | 506 |
| No. of Advisors | 6 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 506 | $179,605,864 |
| Individuals (other than high net worth individuals) | 442 | $28,071,194 |
| High net worth individuals | 37 | $77,821,192 |
| Corporations or other businesses | 6 | $28,424,194 |
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|---|---|---|---|
| $749,622,475,396 | 1153 | 1166 | |
| $151,257,095,924 | 2923 | 481 | |
| $141,927,200,000 | 158 | 1036 | |
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| $112,362,200,000 | 102 | 361 |
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