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- Custodian
- Charles Schwab & Company ยท Hilltop Securities
- Clients
- Retail
- Platforms
- Available
- Established Date
- 10-22-2015
- Office Locations
- 1
Office Locations
About Hilltop Financial Advisors
Hilltop Financial Advisors is a Milwaukee-based, founder-led RIA providing values-driven, comprehensive financial planning and investment management for busy individuals and families. Clients work directly with CFP Erik Kroll in a single-point-of-contact model that integrates goals into every decision and reduces coordination burden. Portfolios emphasize active asset allocation using ETFs, mutual funds, and fixed income; custody includes Schwab.
Team overview
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Custodian
Investment Themes
Investment Vehicles
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Owner & Executives
ERIK JOHN KROLL
Chief Compliance Officer, President
- CRD
- #5672537
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $24,507,601 | -- |
| Non-Discretionary | $0 | -- |
| Total | $24,507,601 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
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