HILLTOP WEALTH & TAX SOLUTIONS

HILLTOP WEALTH & TAX SOLUTIONS of MISHAWAKA, IN is an SEC-registered investment adviser (CRD 290981). Regulatory assets under management: $616.4M.

Registration

Business model

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

Clients served: Individuals, High net worth, Pensions.

Officers, owners & control persons (7)

NameRoleLocation
Erik William BrennerMANAGING MEMBER AND CHIEF COMPLIANCE OFFICER
William Lee DavisMANAGING MEMBER
Clifton Douglas HawkinsMANAGING MEMBER
Elizabeth Ann FoleyMANAGING MEMBER
DAVIS CATHERINE LEEMANAGING MEMBER
FOLEY DANAE ANNMANAGING MEMBER
BRENNER ERIK WILLIAMMANAGING MEMBER AND CHIEF COMPLIANCE OFFICER

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