Unclaimed Profile

William Lee Davis

HILLTOP PARTNERS LLC·MISHAWAKA, Indiana

Clean recordHILLTOP PARTNERS LLC

527 PARK PLACE, MISHAWAKA, IN 46545CRD# 2841528Firm CRD# 290981

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

William Lee Davis · MISHAWAKA, IN

Registration

CRD #2841528 · HILLTOP PARTNERS LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

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.

Focus Areas

Specialties

Financial Planning

Investment Management

Client Types

Individuals

High Net Worth Individuals

Nonprofits & Foundations

Introduction

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Firm Overview

Firm

HILLTOP PARTNERS LLC

HILLTOP WEALTH SOLUTIONS

AUM

$407M

Regulatory assets under management

Employees

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

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Commissions

Regulatory

SEC/IARD CRD# 2841528

Firm CRD# 290981

View on FINRA BrokerCheck →

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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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