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).
Total Assets Under Management545MILLION
Total Number of Accounts16ACCOUNTS
Average Account Value$34,056,679
- A percentage of assets under your management
- 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
AZ, CA, GA, MA, MD, MN, OH, PA, SC, TN, TX
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.
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.