Overview
Assets Under Management: $491 million
Headquarters: MISHAWAKA, IN
High-Net-Worth Clients: 6
Average Client Assets: $34 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Educational Seminars
Clients
Number of High-Net-Worth Clients: 6
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 41.95
Average High-Net-Worth Client Assets: $34 million
Total Client Accounts: 2,546
Discretionary Accounts: 2,444
Non-Discretionary Accounts: 102
Regulatory Filings
CRD Number: 290981
Filing ID: 2006805
Last Filing Date: 2025-07-30 15:09:00
Website: https://hilltopwealthsolutions.com