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William Lee Davis

HILLTOP PARTNERS LLC·MISHAWAKA, Indiana
Unclaimed Profile
527 PARK PLACE, MISHAWAKA, IN 46545CRD# 2841528Firm CRD# 290981
01

About

William Lee Davis is a registered financial advisor based in MISHAWAKA, Indiana, affiliated with HILLTOP PARTNERS LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
HILLTOP PARTNERS LLC
HILLTOP WEALTH SOLUTIONS
AUM
$407M
Regulatory assets under management
Employees
10
Total firm employees
View all advisors at HILLTOP PARTNERS LLC →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Commissions
Regulatory
SEC/IARD CRD# 2841528
Firm CRD# 290981
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does William Lee Davis offer?
William Lee Davis specializes in Financial Planning, Investment Management. Contact their office in MISHAWAKA, Indiana for a consultation.
What are William Lee Davis's credentials?
William Lee Davis is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is William Lee Davis located?
William Lee Davis is based in MISHAWAKA, Indiana, working with HILLTOP PARTNERS LLC. Their office serves clients in the MISHAWAKA metropolitan area and surrounding communities.
How does William Lee Davis charge for services?
William Lee Davis's firm is compensated through percentage of aum, hourly charges, subscription fees, commissions. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is HILLTOP PARTNERS LLC?
HILLTOP PARTNERS LLC has approximately 10 employees and manages $407M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Indiana
INDIANAPOLIS (397)CARMEL (128)FORT WAYNE (127)EVANSVILLE (41)SOUTH BEND (37)
City Guides
INDIANAPOLIS GuideCARMEL GuideFORT WAYNE GuideEVANSVILLE GuideSOUTH BEND Guide
Research
Advisor Fees in IndianaNational Fee Analysis
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