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Deborah Ann Trask

HILLCREST ASSET MANAGEMENT LLC·PLANO, Texas
Unclaimed Profile
2805 DALLAS PARKWAY, PLANO, TX 75093CRD# 5389076Firm CRD# 145078
01

About

Deborah Ann Trask 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# 5389076
Firm CRD# 145078
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Deborah Ann Trask offer?
Deborah Ann Trask specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in PLANO, Texas for a consultation.
What are Deborah Ann Trask's credentials?
Deborah Ann Trask is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Deborah Ann Trask located?
Deborah Ann Trask 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 Deborah Ann Trask charge for services?
Deborah Ann Trask'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 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
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