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HILLCREST FINANCIAL GROUP

DDFG, INC

CRD 317862 · SEC 801-122983

Visit website

515 MARIN STREET, SUITE 406, THOUSAND OAKS, CA, 91360, United States

Phone

(805) 373-8686

Fax

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Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$567.8M

Discretionary AUM

$567.8M

Team

8 total employees; 5 advisory reps; 2 broker-dealer reps

Clients

1-10

Fees

Percentage of AUM; Fixed fees

Org form

Corporation

Filing date

2026-04-08

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)

Client types

TypeClientsAUM
Individuals201$90.8M
High net worth individuals146$477.0M

States served

AZ, CA, CO, ID, NV, TX

All web addresses on file

Official SEC filing: View on IAPD