HILLBERG CAPITAL MANAGEMENT, LLC
Firm details
- Headquarters
- TURLOCK, California
- CRD number
- 130291
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- HNWI75.1%
- Individuals14.21%
- Pension & Profit Sharing Plans10.12%
- Corporations / Businesses0.58%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Hillberg Capital Management, LLC is an independent, owner-operated RIA that provides financial planning and portfolio management primarily to individuals, families and small-business clients, with some institutional relationships. The firm charges fees based on a percentage of assets under management and also offers hourly billing. It identifies as a non-ESG investor, is not a multi-state adviser, and does not act as a capital allocator or pension consultant. The firm lists an accounting professional affiliation.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities39%
- Public Funds/Mutual Funds28%
- Non-Exchange Traded Equities13%
- US Government Bonds6%
- Cash & Cash Equivalents6%
Contacts
1 of 1ROBERT HILLBERG
Managing PartnerCRD 4804825
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
TURLOCK, CA
STANISLAUS
Location
TURLOCK, CA
Headquartered in TURLOCK, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.
- Metro area
- San Jose-San Francisco-Oakland, CA
- Region
- West
- County
- STANISLAUS
- Address
- 415 Mitchell Ave
- Time zone
- PT (UTC-8)
- Office locations
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