Also known as hillcrest financial
Hillcrest Financial Group is an independent registered investment advisor headquartered in Thousand Oaks, California. It provides financial planning and investment management for individuals, families and institutions, primarily in the Conejo Valley and beyond. The firm reports about $568 million in assets under management. Its planning work covers retirement income, tax strategy, estate planning, insurance coverage and charitable giving, coordinated with clients' accountants, estate attorneys and insurance professionals. Investment management centers on low-cost, tax-efficient ETF portfolios customized to each client's risk tolerance and financial plan, with active rebalancing. Clients meet with advisors in person, by video or by telephone, and plans are monitored and adjusted over time.
Public regulatory records matched to Hillcrest Financial Group from SEC and IRS filings.
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Hillcrest Financial Group is a wealth manager based in Thousand Oaks, United States, managing approximately $568M in assets.
Hillcrest Financial Group is headquartered in Thousand Oaks, United States.
Hillcrest Financial Group manages approximately $568M in assets under management.
Hillcrest Financial Group was founded in 2021.
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