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
The map below shows states where this firm has explicit registration only.
CA, MA, MN, TX
Financial Advisors at Hillcrest Asset Management
No Advisor Found.
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