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).
Total Assets Under Management28MILLION
Total Number of Accounts3ACCOUNTS
Average Account Value$9,187,758
- A percentage of assets under your management
- Performance-based fees
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
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.