1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2HILLSPRING FINANCIAL, INC.

Map pinSURPRISE, AZ
Phone623-583-6141
NotebookSEC #801-130993
Total AUM
$186M
Employees
4
Clients
270

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
12213 W. BELL ROAD
SUITE 209
SURPRISE
AZ 85378
United States
Operating Hours
8:00 AM - 4:00 PM
Monday - Friday
Phone
623-583-6141

ReceiptFinancials

Total AUM
$186M
Accounts
652
Discretionary
$186M
Accounts
652
Non-Discretionary
$0
Accounts
0

ContactClients

View more in analytics →

Individual Clients
231
AUM
$74.4M
HNW Individual Clients
29
AUM
$58.3M
Pension/Profit Sharing Plan Clients
10
AUM
$53.3M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Other FeeCharges Percentage AUM
Other Compensation
REFERRAL FEES

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCAIDTXUTWA

HandshakeAffiliates

View all affiliates →

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

Feature requires an account