Directory of Professional Retirement Planners
National Coverage
Local Professionals
Home > Retirement Planners > texas > dallas > HILLTOP SECURITIES ASSET MANAGEMENT, LLC
HILLTOP SECURITIES ASSET MANAGEMENT, LLC
717 N. Harwood Street
Suite 3400
Dallas, Texas 75201
Tel: 214-953-4000
About HILLTOP SECURITIES ASSET MANAGEMENT, LLC
HILLTOP SECURITIES ASSET MANAGEMENT, LLC, formally registered with the SEC as HILLTOP SECURITIES ASSET MANAGEMENT, LLC. The firm was established in 12/17/1991. They have over 4 offices throughout the country.
HILLTOP SECURITIES ASSET MANAGEMENT, LLC is a Dallas, Texas based Financial Planning firm with nearly $27,229,315,502 assets under management, offering retirement planning & investment advisory services to 51 clients. The firm is staffed with 29 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 110760 |
| SEC# | 801-40189 |
| Assets Managed by Firm | $27,229,315,502 |
| No. of Clients | 51 |
| No. of Advisors | 29 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
- Other (FIXED TRANSACTION FEE BASED ON A CONTRACTUAL FEE SCHEDULE)
Advisory Services Provided
- Portfolio management for businesses or institutional clients
- Education seminars/workshops
- Other (INVESTMENT POLICY REVIEW; PORTFOLIO REVIEW; BIDDING AGENT SRVCS AND ARBITRAGE, REBATE)
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 51 | $27,229,315,502 |
More Retirement Planning firms in Dallas, Texas:
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|---|---|---|
| $749,622,475,396 | 1153 | 1166 | |
| $298,729,428,900 | 360116 | 4065 | |
| $151,257,095,924 | 2923 | 481 | |
| $141,927,200,000 | 158 | 1036 | |
| $118,041,119,970 | 827 | 319 |
Explore More Retirement Advisors in Dallas, Texas