SEC Form ADV · CIK 1967640

HILLCREST FINANCIAL GROUP

Registered Investment AdviserCA
$567.8M
Assets Under Management
1,100
Total Clients
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Registration Details

CIK
1967640
Accession
CRD-317862
Location
THOUSAND OAKS, CA
Filing Date
April 8, 2026
AUM
$567.8M
Total Clients
1,100
Amendment
No

About this Adviser

HILLCREST FINANCIAL GROUP is a registered investment adviser headquartered in THOUSAND OAKS, CA, managing approximately $567.8M in assets across 1,100 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.