Hillcrest Financial Group, headquartered in Thousand Oaks, CA, is a reputable investment advisory firm with a strong presence in the financial services industry. With one office in Thousand Oaks, they cater to a diverse clientele seeking expert guidance on their investments. Hillcrest Financial Group boasts a team of five dedicated professionals, three of whom specialize in providing comprehensive investment advisory services.
Known for their commitment to excellence, Hillcrest Financial Group manages an impressive average of approximately $122,870,000 in assets under management per investment advisor, aligning with industry sta...
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Assets Under Mgmt
$368.6M
Investment Professionals
3
Locations
0
% 401K & Individual
% Discretionary
Compensation Structure
A percentage of assets under your management
Fixed Fees
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
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