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Brandon Lance Troegle

HILLCREST ASSET MANAGEMENT LLC·PLANO, Texas
Clean recordHILLCREST 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
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Brandon Lance Troegle is a registered financial advisor based in PLANO, Texas, affiliated with HILLCREST ASSET MANAGEMENT LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Wealth Management
Fee-Only Advisory
Client Types
Individuals
Introduction

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03

Firm Overview

Firm
HILLCREST ASSET MANAGEMENT LLC
HILLCREST ASSET MANAGEMENT
AUM
$41M
Regulatory assets under management
Employees
10
Total firm employees
View all advisors at HILLCREST ASSET MANAGEMENT LLC →
Services
Portfolio management (individuals)
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 5665972
Firm CRD# 145078
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Brandon Lance Troegle offer?
Brandon Lance Troegle specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in PLANO, Texas for a consultation.
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, working with HILLCREST ASSET MANAGEMENT LLC. Their office serves clients in the PLANO metropolitan area and surrounding communities.
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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Other Advisors at HILLCREST ASSET MANAGEMENT LLC

Brian Bruce
PLANO, TX
Deborah Ann Trask
PLANO, TX
Douglas Evan Stark
PLANO, TX

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Research
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