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Craig James Hillegas

HILLEGAS ADVISORY SERVICES, INC.·SOLANA BEACH, California
Clean recordHILLEGAS ADVISORY SERVICES, INC.
225 W PLAZA STREET, SOLANA BEACH, CA 92075CRD# 2350414Firm CRD# 125275

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Craig James Hillegas · SOLANA BEACH, CA
Registration
CRD #2350414 · HILLEGAS ADVISORY SERVICES, INC.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Craig James Hillegas is a registered financial advisor based in SOLANA BEACH, California, affiliated with HILLEGAS ADVISORY SERVICES, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
HILLEGAS ADVISORY SERVICES, INC.
HILLEGAS ADVISORY SERVICES, INC.
AUM
$130M
Regulatory assets under management
Employees
4
Total firm employees
View all advisors at HILLEGAS ADVISORY SERVICES, INC. →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 2350414
Firm CRD# 125275
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Craig James Hillegas offer?
Craig James Hillegas specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in SOLANA BEACH, California for a consultation.
What are Craig James Hillegas's credentials?
Craig James Hillegas is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Craig James Hillegas located?
Craig James Hillegas is based in SOLANA BEACH, California, working with HILLEGAS ADVISORY SERVICES, INC.. Their office serves clients in the SOLANA BEACH metropolitan area and surrounding communities.
How does Craig James Hillegas charge for services?
Craig James Hillegas's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is HILLEGAS ADVISORY SERVICES, INC.?
HILLEGAS ADVISORY SERVICES, INC. has approximately 4 employees and manages $130M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Research
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