Hillcrest Asset Management

Hillcrest Asset Management (CRD# 145078) is a financial advisory firm headquartered in Plano, TX. They manage $701,712,932 in 96 accounts and serve the financial needs of clients across 8 states (or territories).

Current Firm Details
2805 Dallas Parkway, Suite 260, Plano, TX 75093
https://www.linkedin.com/company/hillcrest-asset-management/
By the Numbers
  • Total Assets Under Management
    702
    MILLION
  • Total Number of Accounts
    96
    ACCOUNTS
  • Average Account Value
    $7,309,510
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • 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.

AL, CA, FL, MD, NY, OH, SC, 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.

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