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HILLCREST FINANCIAL GROUP

Tel: (805) 373-8686
515 Marin Street
Suite 406
Thousand Oaks, California  91360

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HILLCREST FINANCIAL GROUP

HILLCREST FINANCIAL GROUP is a Thousand Oaks, California based financial advisory firm with nearly $470,750,000 in assets under management and provides investment advisory services for 1050 clients. There are currently 6 financial advisors at the firm.

General Information

Advisory Services Provided:

Financial planning services , Portfolio management for individuals and/or small businesses

Fee Structure:

A percentage of AUM, Fixed fees

Firm CRD#:

317862

SEC#:

801-122983

No. of Clients:

1050

Assets under Management

$470,750,000

No. of Advisors:

6

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