Unclaimed Profile

Brandon Lance Troegle

HILLCREST ASSET MANAGEMENT LLC·PLANO, Texas

Clean record16 years registeredHILLCREST ASSET MANAGEMENT LLC

2805 DALLAS PARKWAY, PLANO, TX 75093CRD# 5665972Firm CRD# 145078

Profile Verification

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

Identity

Brandon Lance Troegle · PLANO, TX

Registration

CRD #5665972 · HILLCREST ASSET MANAGEMENT LLC · 16 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: HILLCREST ASSET MANAGEMENT LLC

HILLCREST ASSET MANAGEMENT

May 2010 – Jun 2022

PLANO, TX

Registrations & Exams

Registration record

First registered · May 4, 2010

Years registered · 16

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

HILLCREST ASSET MANAGEMENT LLC

CRD 145078 · SEC 801-79552

AUM

$41M

Regulatory assets under management

Employees

56 client accounts

Services offered by HILLCREST ASSET MANAGEMENT LLC

Per Form ADV

Portfolio management (individuals)

Selection of other advisers

Client types served by the firm

Per Form ADV

Individuals

View all advisors at HILLCREST ASSET MANAGEMENT LLC →

Introduction

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Frequently Asked Questions

What services does Brandon Lance Troegle offer?

Brandon Lance Troegle specializes in Investment Management, Wealth Management, Fee-Only Advisory.

What are Brandon Lance Troegle's credentials?

Brandon Lance Troegle is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Brandon Lance Troegle located?

Brandon Lance Troegle is based in PLANO, Texas, last registered with HILLCREST ASSET MANAGEMENT LLC.

How does Brandon Lance Troegle charge for services?

Brandon Lance Troegle's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is HILLCREST ASSET MANAGEMENT LLC?

HILLCREST ASSET MANAGEMENT LLC has approximately 10 employees and manages $41M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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