Hillcrest Holdings, LLC

Hillcrest Holdings, LLC (CRD# 149143) is a financial advisory firm headquartered in , . They manage $27,563,274 in 3 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    28
    MILLION
  • Total Number of Accounts
    3
    ACCOUNTS
  • Average Account Value
    $9,187,758
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
Types of Clients
Registered States
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.

TX

Financial Advisors at Hillcrest Holdings, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Paul D. Nelson
CRD#: 5626983
Houston, TX
90
Wealthminder
score

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.

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