Hillcrest Financial Group

Hillcrest Financial Group (CRD# 317862) is a financial advisory firm headquartered in Thousand Oaks, CA. They manage $392,120,000 in 935 accounts and serve the financial needs of clients across 6 states (or territories).

Current Firm Details
515 Marin Street, Suite 406, Thousand Oaks, CA 91360
https://www.hillcrestfinancialgroup.com
By the Numbers
  • Total Assets Under Management
    392
    MILLION
  • Total Number of Accounts
    935
    ACCOUNTS
  • Average Account Value
    $419,380
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, CA, CO, ID, NV, TX

Financial Advisors at Hillcrest Financial Group
Showing 1 - 4 of 4 top financial advisors.
1
David Harrington, financial advisor Thousand Oaks CA
David P. Harrington
CRD#: 5990750
515 Marin Street, Suite 406, Thousand Oaks, CA 91360

David Harrington (CRD# 5990750) is an Investment Advisor Representative working at Hillcrest Financial Group in Thousand Oaks, CA and has over 12 years of experience in the finance industry.

2
Andrew Price, financial advisor Thousand Oaks CA
Andrew T. Price
CRD#: 6146111
515 Marin Street, Suite 406, Thousand Oaks, CA 91360

Andrew Price (CRD# 6146111) is an Investment Advisor Representative working at Hillcrest Financial Group in Thousand Oaks, CA and has over 11 years of experience in the finance industry.

3
Dean Solomon, financial advisor Thousand Oaks CA
Dean A. Solomon
CRD#: 4697463
515 Marin Street, Suite 406, Thousand Oaks, CA 91360

Dean Solomon (CRD# 4697463) is an Investment Advisor Representative working at Hillcrest Financial Group in Thousand Oaks, CA and has over 11 years of experience in the finance industry.

4
Jordan Kane, financial advisor Thousand Oaks CA
Jordan S. Kane
CRD#: 7142686
515 Marin Street, Suite 406, Thousand Oaks, CA 91360

Jordan Kane (CRD# 7142686) is an Investment Advisor Representative working at Hillcrest Financial Group in Thousand Oaks, CA and has over 4 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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