HILLEGAS ADVISORY SERVICES, INC.
Total AUM
$129.6M
Employees
4Clients
66Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
225 W PLAZA STREET
SUITE 201
SOLANA BEACH
CA 92075
United States
SUITE 201
SOLANA BEACH
CA 92075
United States
Operating Hours
BY APPOINTMENT
BY APPOINTMENT
BY APPOINTMENT
Phone
858-756-6111
Financials
Total AUM
$129.6M
Accounts
340Discretionary
$112.7M
Accounts
267Non-Discretionary
$16.8M
Accounts
73
Clients
Individual Clients
28AUM
$5.8M
HNW Individual Clients
38AUM
$123.8M
Services
Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
CATX
Affiliates
Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.