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Building 2HILLEGAS ADVISORY SERVICES, INC.

Map pinSOLANA BEACH, CA
Phone858-756-6111
NotebookSEC #801-110723
Total AUM
$129.6M
Employees
4
Clients
66

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
225 W PLAZA STREET
SUITE 201
SOLANA BEACH
CA 92075
United States
Operating Hours
BY APPOINTMENT
BY APPOINTMENT
Phone
858-756-6111

ReceiptFinancials

Total AUM
$129.6M
Accounts
340
Discretionary
$112.7M
Accounts
267
Non-Discretionary
$16.8M
Accounts
73

ContactClients

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Individual Clients
28
AUM
$5.8M
HNW Individual Clients
38
AUM
$123.8M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CATX

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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