HILLTOP FINANCIAL ADVISORS

HILLTOP FINANCIAL ADVISORS of MILWAUKEE, WI is an SEC-registered investment adviser (CRD 274030). Regulatory assets under management: $24.5M.

Registration

• CRD: 274030
• Type: Registered investment adviser
• Location: 9000 W CHESTER ST, MILWAUKEE, WI, 53214
• Phone: 414-856-7100
• Latest filing: 2026-03-28
• Regulatory AUM: $24.5M
• Discretionary AUM: $24.5M
• Clients: 1
• Accounts: 220

Business model

Compensation: % of AUM, Hourly, Fixed, Other.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 274030 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search