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HILLSPRING FINANCIAL, INC.
CRD 113938 · SEC 801-130993
12213 W. BELL ROAD, SUITE 209, SURPRISE, AZ, 85378, United States
Phone
623-583-6141
Fax
623-583-6152
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$186.0M
Discretionary AUM
$186.0M
Team
4 total employees; 2 advisory reps; 8 broker-dealer reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees; REFERRAL FEES
Org form
Corporation
Filing date
2026-03-13
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 231 | $74.4M |
| High net worth individuals | 29 | $58.3M |
| Pension/profit sharing plans | 10 | $53.3M |
States served
AZ, CA, ID, UT, WA, TX
All web addresses on file
Official SEC filing: View on IAPD