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HILLTOP SECURITIES ASSET MANAGEMENT, LLC

717 N. Harwood Street
Suite 3400
Dallas, Texas 75201
Tel: 214-953-4000

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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 $21,409,909,710 assets under management, offering retirement planning & investment advisory services to 48 clients. The firm is staffed with 35 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#110760
SEC#801-40189
Assets Managed by Firm$21,409,909,710
No. of Clients48
No. of Advisors35

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 Business

Firm Client Information

No. of ClientsAUM
Firm Total48$21,409,909,710

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