Hillcrest Holdings, LLC

Hillcrest Holdings, LLC (CRD# 149143) is a financial advisory firm headquartered in Houston, TX. They manage $50,919,247 in 3 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
3400 Bissonnet Street, Suite 267, Houston, TX 77005
By the Numbers
  • Total Assets Under Management
    51
    MILLION
  • Total Number of Accounts
    3
    ACCOUNTS
  • Average Account Value
    $16,973,082
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

TX

Financial Advisors at Hillcrest Holdings, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Paul Nelson, financial advisor Houston TX
Paul D. Nelson
CRD#: 5626983
3400 Bissonnet Street, Suite 267, Houston, TX 77005

Paul Nelson (CRD# 5626983) is an Investment Advisor Representative working at Hillcrest Holdings, LLC in Houston, TX and has 1 year 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.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals