Hillcrest Financial Group

From SEC filings:

💁 Advisory Services Offered

• Financial planning services
• Portfolio management for individuals and/or small businesses
• Portfolio management for businesses (other than small businesses) or institutional clients

💲 Compensation Options

• A percentage of assets under your management
• Fixed fees (other than subscription fees)

Accounts

• 💰 Total AUM ($Millions): 369
• 🧾 Number of accounts: 901
• 🛍 Average Account Size: $409,101

View more details on Wealthminder 🔗

External Links:

• View form ADV (SEC) 📄
• View form CRS (SEC) 📄

Visit www.hillcrestfg.com