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HILLTOP WEALTH & TAX SOLUTIONS

Tel: 574-889-7526
4100 Edison Lakes Parkway
Suite 225
Mishawaka, Indiana  46545

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HILLTOP WEALTH & TAX SOLUTIONS

HILLTOP WEALTH & TAX SOLUTIONS is a Mishawaka, Indiana based financial advisory firm with nearly $407,132,602 in assets under management and provides investment advisory services for 2495 clients. There are currently 10 financial advisors at the firm.

General Information

Advisory Services Provided:

Financial planning services , Portfolio management for individuals and/or small businesses , Pesnsion consulting services , Education seminars/workshops

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees, Commission Based

Firm CRD#:

290981

SEC#:

801-115255

No. of Clients:

2495

Assets under Management

$407,132,602

No. of Advisors:

10

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