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HILTOP PARTNERS, LLC

Doing business as HILLTOP WEALTH & TAX SOLUTIONS. SEC Form ADV profile.

Total regulatory AUM
$616,442,794
Discretionary
$600,239,631
Non-discretionary
$16,203,163

Firm details

CRD number
290981
SEC file number
801-115255
Main office
MISHAWAKA, IN, United States
Employees
16
SEC status
Approved
Fee structure
Percentage of AUM Hourly Fixed fees Commissions

As of October 2026.