$186.0M Total AUM
$186.0M Disc. AUM
-- 3Y CAGR
4 Employees
278 ADV. Clients
29 yrs Firm Age
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- Custodian
- Assetmark ยท Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Beacon frontierUnison crest +more
- Established Date
- 01-13-1997
- Office Locations
- 1
Office Locations
12213 W. Bell Road Suite 209 Surprise AZ
About Hillspring Financial, Inc.
Hillspring Financial, Inc. is a Surprise, AZ registered investment advisor providing investment management and retirement planning, including management of 401(k)s and IRAs. The team builds portfolios using mutual funds and ETFs with an asset-allocation and risk-management approach, serving retail and institutional relationships and commonly working via Charles Schwab & Co. and AssetMark.
Team overview
50 AVG AGE
$93.0M AVG AUM / ADVISOR
$669.1K AVG AUM / CLIENT
10.4 yrs AVG TENURE
4 Employees
2 Advisory Reps
2 RIA Reps
29yrs Firm Age
Insights
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Asset Classes
Timber
Client Personas
Catalyst Capital
Custodian
Value delta Meridian Oak zenith Pioneer Capital prime Signal vector Eagle element Catalyst Signal atlas
Investment Themes
Atlas peak Alpha Wave pathway Timber insight Matrix glacier
Investment Vehicles
Element Vertex pathway
Platform
Prime vertex Insight element
Services
Catalyst wave Catalyst Frontier Alpha Timber element Optima pioneer Ember pathway Peak Beacon Summit frontier Glacier
Technology
Signal Ridge Focus Timber
Owner & Executives
KENT GARRY FORSEY
Chief Compliance Officer, Investment Advisor Representative, President
- CRD
- #1514412
- Ownership
- 75% or more
(505) 601-5179
pioneer.legacy@matrixcapital.com
in linkedin.com/in/alpha-harbor
Showing 1 of 1 owners & executives
Unlock allContacts
ALAN DOUGLAS COX
Investment Advisor Representative
- CRD
- #5602588
(986) 563-3676
fusion.focus@peakcapital.com
in linkedin.com/in/matrix-eagle
Showing 1 of 2 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $185,998,213 | $285,273 |
| Non-Discretionary | $0 | -- |
| Total | $185,998,213 | $285,273 |
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Separately Managed Accounts
Total SMA Asset: $185,998,213
Public Funds:
6.0% Equity - Exchange:
30.8% Cash:
19.3% U.S. Government/Agency:
15.5% Other:
28.4% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $103,975,950 | 6.0% |
| Equity - Exchange | $533,743,210 | 30.8% |
| Cash | $334,455,973 | 19.3% |
| U.S. Government/Agency | $268,604,538 | 15.5% |
| Other | $492,152,829 | 28.4% |
| Total | $1,732,932,500 | 100.0% |