AdvisorOS Directory
Claim Profile
BB

Brian Bruce

HILLCREST ASSET MANAGEMENT LLC·PLANO, Texas
Unclaimed Profile
2805 DALLAS PARKWAY, PLANO, TX 75093CRD# 1697360Firm CRD# 145078
01

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.

02

Focus Areas

Specialties
Investment Management
Wealth Management
Fee-Only Advisory
Client Types
Individuals
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# 1697360
Firm CRD# 145078
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in PLANO?

Browse all registered financial advisors in PLANO, Texas or claim this profile if it's yours.

Browse PLANO AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

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.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in PLANO
Jennifer Page Pustmueller — CAPROCK CAPITAL, LLCTravis David Carter — INSIGHT WEALTH PARTNERS, LLCDavid Scott Dryden — INSIGHT WEALTH PARTNERS, LLCWayne (none) Smith — INSIGHT WEALTH PARTNERS, LLCMark Evan Mitchell — CAPROCK CAPITAL, LLC
Nearby cities in Texas
DALLAS (2230)HOUSTON (1842)AUSTIN (1128)SAN ANTONIO (420)FORT WORTH (349)
City Guides
DALLAS GuideHOUSTON GuideAUSTIN GuideSAN ANTONIO GuideFORT WORTH Guide
Research
Advisor Fees in TexasNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile