Hillcrest Asset Management

Hillcrest Asset Management (CRD# 145078) is a financial advisory firm headquartered in Plano, TX. They manage $544,906,871 in 16 accounts and serve the financial needs of clients across 11 states (or territories).

By the Numbers
  • Total Assets Under Management
    545
    MILLION
  • Total Number of Accounts
    16
    ACCOUNTS
  • Average Account Value
    $34,056,679
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.

AZ, CA, GA, MA, MD, MN, OH, PA, SC, TN, TX

Financial Advisors at Hillcrest Asset Management
Showing 1 - 2 of 2 top financial advisors.
1
Douglas E. Stark
CRD#: 4342239
2805 Dallas Parkway, Suite 250, Plano, TX 75093
90
Wealthminder
score

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 L. Troegle
CRD#: 5665972
2805 Dallas Parkway, Suite 250, Plano, TX 75093
90
Wealthminder
score

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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