HILLSPRING FINANCIAL, INC.
  • HILLSPRING FINANCIAL, INC.
  • CENTER FOR INVESTMENT MANAGEMENT, INC.

Adviser Profile

As of Date 09/13/2024
Registration status Registration Changed to HILLSPRING FINANCIAL, INC.
ADV Location SURPRISE, AZ, United States
Contact Info 623 xxxxxxx
Websites
AUM* 169,161,810 36%
of that, discretionary 169,161,810 36%
Number of Employees 4
of those in investment advisory functions 2
Private Fund GAV* 0
Avg Account Size 283,829 26%
% High Net Worth 8.72% 70%
SMA’s No
Private Funds 0

Adviser Type

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers

Compensation Arrangments

- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

Reported AUM

1 1 1 1
Discretionary
Non-discretionary

Private Funds

No private funds

Employees