Overview
Assets Under Management: $186 million
Headquarters: SURPRISE, AZ
High-Net-Worth Clients: 29
Average Client Assets: $2.0 million
Frequently Asked Questions
HILLSPRING FINANCIAL, INC. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #113938), HILLSPRING FINANCIAL, INC. is subject to fiduciary duty under federal law.
HILLSPRING FINANCIAL, INC. is headquartered in SURPRISE, AZ.
HILLSPRING FINANCIAL, INC. serves 29 high-net-worth clients according to their SEC filing dated March 13, 2026. View client details ↓
According to their SEC Form ADV, HILLSPRING FINANCIAL, INC. offers financial planning, portfolio management for individuals, pension consulting services, and selection of other advisors. View all service details ↓
HILLSPRING FINANCIAL, INC. manages $186 million in client assets according to their SEC filing dated March 13, 2026.
According to their SEC Form ADV, HILLSPRING FINANCIAL, INC. serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 29
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 31.36%
Average Client Assets: $2.0 million
Total Client Accounts: 652
Discretionary Accounts: 652
Regulatory Filings
CRD Number: 113938
Filing ID: 2055490
Last Filing Date: 2026-03-13 09:02:19