Hilltop Securities Asset Management, LLC

Hilltop Securities Asset Management, LLC (CRD# 110760) is a financial advisory firm headquartered in Dallas, TX. They manage $16,300,000,000 in 48 accounts and serve the financial needs of clients across 8 states (or territories).

Current Firm Details
1201 Elm Street, Suite 3500, Dallas, TX 75270
https://www.hilltopsecurities.com/public-finance/hsam/
By the Numbers
  • Total Assets Under Management
    16,300
    MILLION
  • Total Number of Accounts
    48
    ACCOUNTS
  • Average Account Value
    $339,583,333
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Other
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.

AZ, CA, FL, MD, MN, NM, OK, TX

Financial Advisors at Hilltop Securities Asset Management, LLC
Showing 1 - 4 of 4 top financial advisors.
1
Andrea Cash, financial advisor Austin TX
Andrea L. Cash
CRD#: 6192144
2700 Via Fortuna, Suite 410, Austin, TX 78746

Andrea Cash (CRD# 6192144) is an Investment Advisor Representative working at Hilltop Securities Asset Management, LLC in Austin, TX and has over 5 years of experience in the finance industry.

2
Donald Foley, financial advisor Dallas TX
Donald F. Foley
CRD#: 3064794
1201 Elm Street, Suite 3500, Dallas, TX 75270

Donald Foley (CRD# 3064794) is an Investment Advisor Representative working at Hilltop Securities Asset Management, LLC in Dallas, TX and has over 16 years of experience in the finance industry.

3
Daniel Grant, financial advisor Dallas TX
Daniel W. Grant
CRD#: 1842903
1201 Elm Street, Suite 3500, Dallas, TX 75270

Daniel Grant (CRD# 1842903) is an Investment Advisor Representative working at Hilltop Securities Asset Management, LLC in Dallas, TX and has over 31 years of experience in the finance industry.

4
Thomas Warner, financial advisor Austin TX
Thomas G. Warner
CRD#: 3146235
2700 Via Fortuna, Suite 410, Austin, TX 78746

Thomas Warner (CRD# 3146235) is an Investment Advisor Representative working at Hilltop Securities Asset Management, LLC in Austin, TX and has over 21 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.

Do not rely solely on the information on this page. The information may be inaccurate, incomplete or outdated. For the most accurate and up-to-date information, please search for the firm or individual on the SEC site at http://www.adviserinfo.sec.gov/IAPD/Content/Search/iapd_Search.aspx

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