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Hillcrest Financial Group

CRD 317862  ·  Thousand Oaks, CA  ·  $567.8M AUM

RIA

Firm record

As recorded in SEC IAPD

Firm CRD
317862
SEC number
801-122983
Firm type
RIA
Assets under management
$567.8M as of Apr 8, 2026
Website
www.linkedin.com/company/hillcrest-financial-group/?viewAsMember=true ↗
Phone
(805) 373-8686
Address
515 Marin Street, Thousand Oaks, CA, 91360

Advisors at this firm

4 in our index · page 1 of 1

1–4 of 4

Source & corrections

Where this page comes from

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Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.

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