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
By the Numbers
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Total Assets Under Management41MILLION
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Total Number of Accounts56ACCOUNTS
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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

Registered Investment Advisor
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
1
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 (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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