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Building 2HILLTOP WEALTH & TAX SOLUTIONS

Map pinMISHAWAKA, IN
Phone574-889-7526
NotebookSEC #801-115255
Total AUM
$616.4M
Employees
16
Clients
837

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
4100 EDISON LAKES PARKWAY
SUITE 225
MISHAWAKA
IN 46545
United States
Operating Hours
8:00 A.M. TO 5:00 P.M.
Monday - Friday
Phone
574-889-7526
Other Offices
4

ReceiptFinancials

Total AUM
$616.4M
Accounts
2,784
Discretionary
$600.2M
Accounts
2,629
Non-Discretionary
$16.2M
Accounts
155

ContactClients

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Individual Clients
635
AUM
$207.7M
HNW Individual Clients
194
AUM
$404.2M
Charitable Organization Clients
3
AUM
$134.8K
Investment Advisor Clients
3
AUM
$2M
Corporation or Business Clients
2
AUM
$2.5M

Briefcase businessServices

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Services Offered
EducationFinancial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges CommissionCharges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLILINMITX

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

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