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Hillspring Financial, Inc.

● SEC registered since 2024CRD 113938SEC# 801-130993Surprise, AZ
Export (members)
Reg. AUM
$154.8M
Employees
4
Accounts
641
Location
Surprise, AZ

Hillspring Financial, Inc. assets under management

Hillspring Financial, Inc. operates as an SEC-registered investment adviser based in Surprise, AZ. The firm has been registered since 2024. It reports $154.8 million in regulatory assets under management and employs 4 people.
www.hillspringfinancial.comView on SEC.gov ↗

Hillspring Financial, Inc. owners & executives

1 reported
NameTitleOwnershipSince
Kent Garry Forsey ControlPresident/Chief Compliance OfficerOver 75%2012

Frequently asked questions

How much does Hillspring Financial, Inc. manage?

Hillspring Financial, Inc. reports $154.8 million in regulatory assets under management on its Form ADV.

How many employees does Hillspring Financial, Inc. have?

Hillspring Financial, Inc. reports 4 employees.

Where is Hillspring Financial, Inc. located?

Hillspring Financial, Inc. is based in Surprise, AZ and has been SEC-registered since 2024.

Does Hillspring Financial, Inc. disclose fund performance?

Hillspring Financial, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address12213 W. Bell Road, Suite 209, Surprise, AZ 85378
Phone623-583-6141
Fax623-583-6152
Office hours8:00 a.m. - 4:00 p.m.
SEC regionLos Angeles Regional Office (LARO)
Discloses disciplinary historyNo

Assets under management

Discretionary$154.8M
Non-discretionary$0
Total (RAUM)$154.8M