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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Hillspring Financial Inc
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|---|---|
| CRD # | 113938 |
| SEC # | 801-130993 |
| CIK # | |
| AUM | $154.8 M (2025-03-05) |
| Employees | 4 (50% Investors, 0% Brokers) |
| Phone | 623-583-6141 |
| Address | 12213 W Bell Road Surprise, AZ 85378 |
| Source | [IAPD] [Website] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 336 | 69.7 |
| (b) Individuals (high net worth individuals) | 21 | 37.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 11 | 47.4 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 641 | 154.8 |
| By Discretionary | ||
| Discretionary | 641 | 154.8 |
| Non-Discretionary | 0 | 0.0 |
| Total | 641 | 154.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 154.8 | |
| Total | 641 | 154.8 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
The Heaton Hoppes Group LLC
✚
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IA | 0.2 |
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Carey Consulting Wealth Management Inc
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CA | 0.2 |
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MI | 0.2 |
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Avant Capital LLC
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LA | 0.2 |
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WJ Financial Advisors LLC
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CT | 0.2 |
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Authentikos Wealth Advisory LLC
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CA | 0.2 |
|
Bey-Douglas LLC
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GA | 0.2 |
|
Marathon Mission Inc
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NY | 0.2 |
|
Retirement Income Strategies LLC
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WI | 0.2 |
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Alvin Clay Financial Advisors LLC
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PA | 0.2 |