Unclaimed Profile

Brian Bruce

HILLCREST ASSET MANAGEMENT LLC·PLANO, Texas

Clean recordHILLCREST ASSET MANAGEMENT LLC

2805 DALLAS PARKWAY, PLANO, TX 75093CRD# 1697360Firm CRD# 145078

Profile Verification

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

Identity

Brian Bruce · PLANO, TX

Registration

CRD #1697360 · HILLCREST ASSET MANAGEMENT LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Brian Bruce 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.

Focus Areas

Specialties

Investment Management

Wealth Management

Fee-Only Advisory

Client Types

Individuals

Introduction

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Firm Overview

Firm

HILLCREST ASSET MANAGEMENT LLC

HILLCREST ASSET MANAGEMENT

AUM

$41M

Regulatory assets under management

Employees

Total firm employees

View all advisors at HILLCREST ASSET MANAGEMENT LLC →

Services

Portfolio management (individuals)

Selection of other advisers

Background

Compensation

Percentage of AUM

Regulatory

SEC/IARD CRD# 1697360

Firm CRD# 145078

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Brian Bruce offer?

Brian Bruce specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in PLANO, Texas for a consultation.

What are Brian Bruce's credentials?

Brian Bruce is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Brian Bruce located?

Brian Bruce 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 Brian Bruce charge for services?

Brian Bruce'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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