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Wealth Manager • Thousand Oaks, United States

Hillcrest Financial Group

Hillcrest Financial Group is a wealth manager based in Thousand Oaks, United States, founded in 2021. Verified contact details, AUM data, and investment preferences on FindLPs.

2021
Year Founded
Wealth Manager
Investor Type
Thousand Oaks, United States
Headquarters
About

Hillcrest Financial Group

Hillcrest Financial Group is a wealth manager based in Thousand Oaks, US. Founded in 2021.

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LP firm data compiled from public regulatory filings (SEC Form ADV, FCA, AIFMD disclosures), company websites and press releases, LinkedIn public profiles, and verified outbound email testing. AUM figures reflect self-reported values from filings and may lag by 1–2 fiscal quarters; bands are normalized in USD. We do not publish personal residential information; firms or individuals may request removal at /contact. Methodology & sources · Updated July 2026.