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Building 2HILLCREST FINANCIAL GROUP

Map pinTHOUSAND OAKS, CA
Phone(805) 373-8686
NotebookSEC #801-122983
Total AUM
$567.8M
Employees
8
Clients
347

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
515 MARIN STREET
SUITE 406
THOUSAND OAKS
CA 91360
United States
Operating Hours
8AM - 5PM
BY APPOINTMENT ONLY
Phone
(805) 373-8686
Other Offices
1

ReceiptFinancials

Total AUM
$567.8M
Accounts
1,100
Discretionary
$567.8M
Accounts
1,100
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
201
AUM
$90.8M
HNW Individual Clients
146
AUM
$477M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCACOIDNVTX

HandshakeAffiliates

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

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