Hillcrest Asset Management

Hillcrest Asset Management (CRD# 145078) is a financial advisory firm headquartered in Plano, TX. They manage $41,435,197 in 56 accounts and serve the financial needs of clients across 4 states (or territories).

Current Firm Details
2805 Dallas Parkway, Suite 260, Plano, TX 75093
http://www.hillcrestasset.com
By the Numbers
  • Total Assets Under Management
    41
    MILLION
  • Total Number of Accounts
    56
    ACCOUNTS
  • Average Account Value
    $739,914
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, MA, MN, TX

Financial Advisors at Hillcrest Asset Management
Showing 1 - 2 of 2 top financial advisors.
1
Douglas Stark, financial advisor Plano TX
Douglas E. Stark
CRD#: 4342239
2805 Dallas Parkway, Suite 260, Plano, TX 75093

Douglas Stark (CRD# 4342239) is an Investment Advisor Representative working at Hillcrest Asset Management in Plano, TX and has 1 year of experience in the finance industry.

2
Brandon Troegle, financial advisor Plano TX
Brandon L. Troegle
CRD#: 5665972
2805 Dallas Parkway, Suite 260, Plano, TX 75093

Brandon Troegle (CRD# 5665972) is an Investment Advisor Representative working at Hillcrest Asset Management in Plano, TX and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Do not rely solely on the information on this page. The information may be inaccurate, incomplete or outdated. For the most accurate and up-to-date information, please search for the firm or individual on the SEC site at http://www.adviserinfo.sec.gov/IAPD/Content/Search/iapd_Search.aspx

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals