Hilltop Wealth & Tax Solutions
Firm details
- Headquarters
- Mishawaka, Indiana
- CRD number
- 290981
- Registered since
- May 10, 2019
- Website
- hilltopwealthsolutions.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees, Commissions
- Client types
- HNWI65.56%
- Individuals33.69%
- Corporations / Businesses0.4%
- Other Investment Advisers0.33%
- Charitable Organizations0.02%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingEducational Seminars / Workshops
Firm profile
FINTRXOverview
Hilltop Wealth & Tax Solutions is an independent registered investment adviser organized as an LLC and registered with the SEC in 2019. The firm serves both individual and family clients as well as some institutional relationships. Its advisory offerings include financial planning, portfolio management for individuals and small businesses, pension consulting and educational seminars. Hilltop operates as a registered representative of a broker-dealer and lists an accountant among its industry affiliations. Fee arrangements are mixed: the firm charges percentage-of-AUM fees but also uses hourly and fixed fees and may receive commissions. According to the profile data, Hilltop does not act as a capital allocator and is not identified as an active ESG investor.
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
- Public Funds/Mutual Funds66%
- Exchange Traded Equities24%
- Cash & Cash Equivalents8%
- State & Local Bonds1%
- Other1%
Owners & executives
1 of 1
Erik Brenner
President, CEOCRD 2502052
Contacts
3 of 8
Kyle Van Liere
ParaplannerCRD 7579680
Tareq Jallaf
Investment Operations AssociateCRD 7113099
Elizabeth Foley
Partner, Private Wealth AdvisorCRD 1983741
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 69Active vs passive
$324M in ETFs
94%
$305M
6%
$19.5M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD RUSSELL 1000 INDEX FUND (VONE) | Vanguard | Passive | Large Blend | $74M | 250,902 | 22.83% |
Location
Mishawaka, IN
St Joseph
Location
Mishawaka, IN
Headquartered in Mishawaka, IN, anchoring the South Bend-Elkhart-Mishawaka, IN-MI metro in the Midwest.
- Metro area
- South Bend-Elkhart-Mishawaka, IN-MI
- Region
- Midwest
- County
- St Joseph
- Address
- 4100 Edison Lakes Pkwy
- Time zone
- ET (UTC-5)
- Office locations
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