Hillspring Financial, Inc.
Hillspring Financial, Inc. is an SEC-registered mass-market adviser in Surprise, AZ with $186.0M assets under management (AUM, regulatory AUM), +20% over one year. See who owns Hillspring Financial, Inc.: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 113938, SEC 801-130993, data through 2026-03-13.
- AUM (assets under management / regulatory AUM)
- $186.0M (2026-03-13)
- Firm type
- Mass-Market Adviser
- Location
- Surprise, AZ
- Employees
- 4
- Clients
- 270
- CRD
- 113938
- Ownership
- MAGEE, LANA, D; SMITH, TUCKER, MAX; SMITH, MAX, WAYNE; FORSEY, KENT, GARRY
How much AUM does Hillspring Financial, Inc. have?
Hillspring Financial, Inc. reported $186.0M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-13).
Who owns Hillspring Financial, Inc.?
Disclosed owners and executives of Hillspring Financial, Inc. include MAGEE, LANA, D, SMITH, TUCKER, MAX, SMITH, MAX, WAYNE, FORSEY, KENT, GARRY. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.