HILLCREST ASSET MANAGEMENT LLC

HILLCREST ASSET MANAGEMENT
PLANO, Texas·4 registered advisors·CRD# 145078
SEC# 801-795521469-666-6455
01

Firm Overview

AUM
$41M
Regulatory assets under management
Employees
10
Total firm employees
Advisors
4
Registered representatives
02

Services & Fees

Advisory Services
Portfolio management (individuals)
Selection of other advisers
Compensation
Percentage of AUM
03

Specialties

Investment ManagementWealth ManagementFee-Only Advisory
04

Advisors at HILLCREST ASSET MANAGEMENT LLC

4 registered advisors
Brandon Lance Troegle
PLANO, Texas
Brian Bruce
PLANO, Texas
Deborah Ann Trask
PLANO, Texas
Douglas Evan Stark
PLANO, Texas
05

Office Locations

PLANO, Texas
4 advisors

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Data sourced from SEC Form ADV filings. HILLCREST ASSET MANAGEMENT LLC (CRD# 145078) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.